SWM
Segment Wealth Management’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Hold |
2,371
| – | – | 0.04% | 194 |
|
|
2025
Q1 | $575K | Buy |
2,371
+127
| +6% | +$30.8K | 0.04% | 188 |
|
|
2024
Q4 | $507K | Hold |
2,244
| – | – | 0.03% | 192 |
|
|
2024
Q3 | $483K | Hold |
2,244
| – | – | 0.03% | 189 |
|
|
2024
Q2 | $442K | Hold |
2,244
| – | – | 0.03% | 187 |
|
|
2024
Q1 | $460K | Hold |
2,244
| – | – | 0.03% | 185 |
|
|
2023
Q4 | $462K | Hold |
2,244
| – | – | 0.04% | 180 |
|
|
2023
Q3 | $402K | Hold |
2,244
| – | – | 0.04% | 168 |
|
|
2023
Q2 | $372K | Hold |
2,244
| – | – | 0.04% | 165 |
|
|
2023
Q1 | $329K | Hold |
2,244
| – | – | 0.04% | 168 |
|
|
2022
Q4 | $301K | Hold |
2,244
| – | – | 0.03% | 176 |
|
|
2022
Q3 | $324K | Hold |
2,244
| – | – | 0.04% | 178 |
|
|
2022
Q2 | $320K | Hold |
2,244
| – | – | 0.04% | 180 |
|
|
2022
Q1 | $349K | Hold |
2,244
| – | – | 0.04% | 199 |
|
|
2021
Q4 | $410K | Hold |
2,244
| – | – | 0.04% | 182 |
|
|
2021
Q3 | $374K | Hold |
2,244
| – | – | 0.04% | 174 |
|
|
2021
Q2 | $362K | Hold |
2,244
| – | – | 0.04% | 183 |
|
|
2021
Q1 | $344K | Hold |
2,244
| – | – | 0.05% | 179 |
|
|
2020
Q4 | $344K | Hold |
2,244
| – | – | 0.05% | 169 |
|
|
2020
Q3 | $296K | Hold |
2,244
| – | – | 0.05% | 169 |
|
|
2020
Q2 | $283K | Hold |
2,244
| – | – | 0.05% | 167 |
|
|
2020
Q1 | $213K | Hold |
2,244
| – | – | 0.05% | 177 |
|
|
2019
Q4 | $277K | Hold |
2,244
| – | – | 0.05% | 197 |
|
|
2019
Q3 | $279K | Hold |
2,244
| – | – | 0.05% | 173 |
|
|
2019
Q2 | $287K | Hold |
2,244
| – | – | 0.06% | 168 |
|
|
2019
Q1 | $233K | Hold |
2,244
| – | – | 0.05% | 183 |
|
|
2018
Q4 | $216K | Hold |
2,244
| – | – | 0.05% | 170 |
|
|
2018
Q3 | $296K | Sell |
2,244
-517
| -19% | -$68.2K | 0.06% | 166 |
|
|
2018
Q2 | $318K | Sell |
2,761
-240
| -8% | -$27.6K | 0.08% | 153 |
|
|
2018
Q1 | $329K | Sell |
3,001
-43
| -1% | -$4.71K | 0.08% | 144 |
|
|
2017
Q4 | $275K | Sell |
3,044
-8
| -0.3% | -$723 | 0.07% | 165 |
|
|
2017
Q3 | $246K | Sell |
3,052
-31
| -1% | -$2.5K | 0.07% | 174 |
|
|
2017
Q2 | $233K | Buy |
+3,083
| New | +$233K | 0.06% | 184 |
|