Unique Wealth’s Broadridge BR Stock Holding History

Unique Wealth’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 Q2	$718K	Buy
2025 Q1	$664K	Buy
2024 Q4	$454K	Buy
2024 Q3	$345K	Buy
2024 Q2	$297K	Buy
2024 Q1	$299K	Buy
2023 Q4	$258K	Sell
2023 Q3	$231K	Buy