Segment Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $565K | Hold |
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|
2025
Q2 | $576K | Hold |
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|
2025
Q1 | $575K | Buy |
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|
2024
Q4 | $507K | Hold |
|
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|
2024
Q3 | $483K | Hold |
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|
2024
Q2 | $442K | Hold |
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|
2024
Q1 | $460K | Hold |
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|
2023
Q4 | $462K | Hold |
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|
2023
Q3 | $402K | Hold |
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|
2023
Q2 | $372K | Hold |
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|
2023
Q1 | $329K | Hold |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $324K | Hold |
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|
2022
Q2 | $320K | Hold |
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|
2022
Q1 | $349K | Hold |
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|
2021
Q4 | $410K | Hold |
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|
2021
Q3 | $374K | Hold |
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|
2021
Q2 | $362K | Hold |
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|
2021
Q1 | $344K | Hold |
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|
2020
Q4 | $344K | Hold |
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|
2020
Q3 | $296K | Hold |
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|
2020
Q2 | $283K | Hold |
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|
2020
Q1 | $213K | Hold |
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|
2019
Q4 | $277K | Hold |
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|
2019
Q3 | $279K | Hold |
|
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|
2019
Q2 | $287K | Hold |
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|
2019
Q1 | $233K | Hold |
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|
2018
Q4 | $216K | Hold |
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|
2018
Q3 | $296K | Sell |
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|
2018
Q2 | $318K | Sell |
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|
2018
Q1 | $329K | Sell |
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|
2017
Q4 | $275K | Sell |
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|
2017
Q3 | $246K | Sell |
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|
2017
Q2 | $233K | Buy |
|