Wealth Enhancement Advisory Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.53M | Buy |
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|
2025
Q2 | $6.9M | Sell |
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|
2025
Q1 | $7.02M | Buy |
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|
2024
Q4 | $4.58M | Buy |
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|
2024
Q3 | $4.17M | Sell |
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|
2024
Q2 | $7.19M | Buy |
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|
2024
Q1 | $6.11M | Buy |
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|
2023
Q4 | $3.28M | Sell |
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|
2023
Q3 | $2.88M | Buy |
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|
2023
Q2 | $349K | Sell |
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|
2023
Q1 | $372K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.3M | Buy |
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|
2018
Q3 | $881K | Sell |
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|
2018
Q2 | $2.02M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.55M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.45M | Buy |
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|
2016
Q1 | $1.19M | Buy |
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|
2015
Q4 | $913K | Buy |
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