Sound View Wealth Advisors Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Hold |
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|
2025
Q1 | $375K | Buy |
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|
2024
Q4 | $349K | Sell |
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|
2024
Q3 | $340K | Buy |
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|
2024
Q2 | $296K | Hold |
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|
2024
Q1 | $307K | Sell |
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|
2023
Q4 | $310K | Hold |
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|
2023
Q3 | $269K | Buy |
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|
2023
Q2 | $244K | Buy |
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|
2023
Q1 | $214K | Sell |
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|
2022
Q4 | $310K | Buy |
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|
2022
Q3 | $211K | Hold |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | $267K | Hold |
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|
2021
Q3 | $243K | Hold |
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|
2021
Q2 | $236K | Hold |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $224K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $203K | Buy |
|