Transform Wealth’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $10.2M | Buy |
42,086
+636
| +2% | +$155K | 0.62% | 55 |
|
|
2024
Q4 | $9.41M | Buy |
41,450
+1,098
| +3% | +$249K | 0.52% | 52 |
|
|
2024
Q3 | $8.71M | Buy |
40,352
+618
| +2% | +$133K | 0.58% | 52 |
|
|
2024
Q2 | $7.86M | Buy |
39,734
+636
| +2% | +$126K | 0.59% | 48 |
|
|
2024
Q1 | $8.04M | Buy |
39,098
+2,290
| +6% | +$471K | 0.76% | 48 |
|
|
2023
Q4 | $7.6M | Buy |
36,808
+1,117
| +3% | +$231K | 0.74% | 43 |
|
|
2023
Q3 | $6.42M | Buy |
+35,691
| New | +$6.42M | 0.68% | 49 |
|
|
2018
Q3 | – | Sell |
-4,734
| Closed | -$545K | – | 199 |
|
|
2018
Q2 | $545K | Sell |
4,734
-1,613
| -25% | -$186K | 0.1% | 153 |
|
|
2018
Q1 | $696K | Sell |
6,347
-4,075
| -39% | -$447K | 0.13% | 161 |
|
|
2017
Q4 | $944K | Sell |
10,422
-1,070
| -9% | -$96.9K | 0.17% | 151 |
|
|
2017
Q3 | $929K | Sell |
11,492
-22,143
| -66% | -$1.79M | 0.32% | 105 |
|
|
2017
Q2 | $2.54M | Buy |
33,635
+6,004
| +22% | +$454K | 2.86% | 9 |
|
|
2017
Q1 | $1.88M | Sell |
27,631
-6,480
| -19% | -$440K | 0.7% | 34 |
|
|
2016
Q4 | $2.26M | Buy |
34,111
+2,001
| +6% | +$133K | 0.9% | 24 |
|
|
2016
Q3 | $2.18M | Sell |
32,110
-3,074
| -9% | -$208K | 0.94% | 22 |
|
|
2016
Q2 | $2.29M | Buy |
+35,184
| New | +$2.29M | 0.96% | 18 |
|