Ritholtz Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Buy |
3,799
+2,302
| +154% | +$559K | 0.02% | 470 |
|
|
2025
Q1 | $363K | Buy |
1,497
+8
| +0.5% | +$1.94K | 0.01% | 686 |
|
|
2024
Q4 | $337K | Buy |
1,489
+2
| +0.1% | +$452 | 0.01% | 676 |
|
|
2024
Q3 | $320K | Buy |
1,487
+279
| +23% | +$60K | 0.01% | 680 |
|
|
2024
Q2 | $238K | Buy |
+1,208
| New | +$238K | 0.01% | 715 |
|
|
2022
Q4 | – | Sell |
-2,495
| Closed | -$360K | – | 591 |
|
|
2022
Q3 | $360K | Buy |
+2,495
| New | +$360K | 0.02% | 486 |
|