Wealth Alliance’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Buy |
|
|||||
|
2025
Q1 | $454K | Sell |
|
|||||
|
2024
Q4 | $430K | Sell |
|
|||||
|
2024
Q3 | $412K | Buy |
|
|||||
|
2024
Q2 | $377K | Sell |
|
|||||
|
2024
Q1 | $392K | Sell |
|
|||||
|
2023
Q4 | $439K | Sell |
|
|||||
|
2023
Q3 | $390K | Sell |
|
|||||
|
2023
Q2 | $385K | Buy |
|
|||||
|
2023
Q1 | $337K | Buy |
|
|||||
|
2022
Q4 | $251K | Sell |
|
|||||
|
2022
Q3 | $461K | Sell |
|
|||||
|
2022
Q2 | $511K | Buy |
|
|||||
|
2022
Q1 | $530K | Buy |
|
|||||
|
2021
Q4 | $582K | Buy |
|
|||||
|
2021
Q3 | $511K | Buy |
|
|||||
|
2021
Q2 | $485K | Buy |
|
|||||
|
2021
Q1 | $293K | Sell |
|
|||||
|
2020
Q4 | $380K | Sell |
|
|||||
|
2020
Q3 | $332K | Sell |
|
|||||
|
2020
Q2 | $321K | Sell |
|
|||||
|
2020
Q1 | $455K | Buy |
|