Waverly Advisors’s Broadridge BR Stock Holding History

Waverly 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 Q2	$411K	Buy
2025 Q1	$406K	Buy
2018 Q1	–	Sell
2017 Q4	$45K	Buy
2014 Q4	–	Sell
2014 Q3	$7K	Hold
2014 Q2	$7K	Buy
2014 Q1	$6K	Sell
2013 Q4	$8K	Buy