Spire 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 | $486K | Sell |
|
|||||
|
2025
Q2 | $506K | Buy |
|
|||||
|
2025
Q1 | $504K | Buy |
|
|||||
|
2024
Q4 | $462K | Hold |
|
|||||
|
2024
Q3 | $440K | Sell |
|
|||||
|
2024
Q2 | $404K | Buy |
|
|||||
|
2024
Q1 | $420K | Sell |
|
|||||
|
2023
Q4 | $430K | Buy |
|
|||||
|
2023
Q3 | $376K | Sell |
|
|||||
|
2023
Q2 | $351K | Buy |
|
|||||
|
2023
Q1 | $303K | Sell |
|
|||||
|
2022
Q4 | $289K | Sell |
|
|||||
|
2022
Q3 | $312K | Buy |
|
|||||
|
2022
Q2 | $307K | Sell |
|
|||||
|
2022
Q1 | $443K | Sell |
|
|||||
|
2021
Q4 | $1.15M | Buy |
|
|||||
|
2021
Q3 | $441K | Sell |
|
|||||
|
2021
Q2 | $1.11M | Sell |
|
|||||
|
2021
Q1 | $2.31M | Buy |
|