Transform Wealth’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $10.2M | Buy |
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|
2024
Q4 | $9.41M | Buy |
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|
2024
Q3 | $8.71M | Buy |
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|
2024
Q2 | $7.86M | Buy |
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|
2024
Q1 | $8.04M | Buy |
|
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|
2023
Q4 | $7.6M | Buy |
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|
2023
Q3 | $6.42M | Buy |
|
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $545K | Sell |
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|
2018
Q1 | $696K | Sell |
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|
2017
Q4 | $944K | Sell |
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|
2017
Q3 | $929K | Sell |
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|
2017
Q2 | $2.54M | Buy |
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|
2017
Q1 | $1.88M | Sell |
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|
2016
Q4 | $2.26M | Buy |
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|
2016
Q3 | $2.18M | Sell |
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|
2016
Q2 | $2.29M | Buy |
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