Traphagen Investment Advisors’s Broadridge BR Stock Holding History

Traphagen Investment Advisors’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$341K	Sell
2025 Q2	$351K	Hold
2025 Q1	$350K	Buy
2024 Q4	$300K	Hold
2024 Q3	$285K	Hold
2024 Q2	$261K	Buy
2024 Q1	$272K	Buy
2023 Q4	$258K	Hold
2023 Q3	$225K	Hold
2023 Q2	$208K	Buy