Trueblood Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
7,029
-1
| -0% | -$243 | 0.71% | 33 |
|
|
2025
Q1 | $1.7M | Buy |
7,030
+186
| +3% | +$45.1K | 0.79% | 29 |
|
|
2024
Q4 | $1.55M | Buy |
6,844
+88
| +1% | +$19.9K | 0.76% | 27 |
|
|
2024
Q3 | $1.45M | Sell |
6,756
-14
| -0.2% | -$3.01K | 0.73% | 32 |
|
|
2024
Q2 | $1.33M | Sell |
6,770
-1
| -0% | -$197 | 0.75% | 31 |
|
|
2024
Q1 | $1.39M | Sell |
6,771
-200
| -3% | -$41K | 0.79% | 29 |
|
|
2023
Q4 | $1.43M | Buy |
+6,971
| New | +$1.43M | 0.9% | 24 |
|