United Advisor Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
3,008
+95
| +3% | +$23.1K | 0.13% | 171 |
|
|
2025
Q1 | $706K | Buy |
2,913
+101
| +4% | +$24.5K | 0.14% | 147 |
|
|
2024
Q4 | $636K | Buy |
2,812
+402
| +17% | +$90.9K | 0.13% | 169 |
|
|
2024
Q3 | $518K | Buy |
2,410
+293
| +14% | +$63K | 0.12% | 186 |
|
|
2024
Q2 | $417K | Buy |
+2,117
| New | +$417K | 0.13% | 157 |
|