Private Wealth Management Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8K | Hold |
69
| – | – | 0.01% | 350 |
|
|
2025
Q1 | $16.8K | Hold |
69
| – | – | 0.01% | 337 |
|
|
2024
Q4 | $15.6K | Hold |
69
| – | – | 0.01% | 372 |
|
|
2024
Q3 | $14.8K | Hold |
69
| – | – | 0.01% | 353 |
|
|
2024
Q2 | $13.6K | Hold |
69
| – | – | 0.01% | 369 |
|
|
2024
Q1 | $14.1K | Buy |
69
+20
| +41% | +$4.08K | 0.01% | 338 |
|
|
2023
Q4 | $10.1K | Buy |
+49
| New | +$10.1K | 0.01% | 402 |
|