Wealth Enhancement Advisory Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.9M | Sell |
28,482
-451
| -2% | -$109K | 0.01% | 764 |
|
|
2025
Q1 | $7.02M | Buy |
28,933
+8,675
| +43% | +$2.1M | 0.01% | 709 |
|
|
2024
Q4 | $4.58M | Buy |
20,258
+865
| +4% | +$196K | 0.01% | 832 |
|
|
2024
Q3 | $4.17M | Sell |
19,393
-17,111
| -47% | -$3.68M | 0.01% | 782 |
|
|
2024
Q2 | $7.19M | Buy |
36,504
+6,690
| +22% | +$1.32M | 0.02% | 584 |
|
|
2024
Q1 | $6.11M | Buy |
29,814
+13,851
| +87% | +$2.84M | 0.02% | 614 |
|
|
2023
Q4 | $3.28M | Sell |
15,963
-139
| -0.9% | -$28.6K | 0.01% | 728 |
|
|
2023
Q3 | $2.88M | Buy |
16,102
+13,993
| +663% | +$2.51M | 0.01% | 731 |
|
|
2023
Q2 | $349K | Sell |
2,109
-426
| -17% | -$70.6K | ﹤0.01% | 404 |
|
|
2023
Q1 | $372K | Buy |
+2,535
| New | +$372K | ﹤0.01% | 417 |
|
|
2019
Q1 | – | Sell |
-12,864
| Closed | -$1.3M | – | 183 |
|
|
2018
Q4 | $1.3M | Buy |
12,864
+5,032
| +64% | +$510K | 0.08% | 95 |
|
|
2018
Q3 | $881K | Sell |
7,832
-9,406
| -55% | -$1.06M | 0.05% | 128 |
|
|
2018
Q2 | $2.02M | Buy |
+17,238
| New | +$2.02M | 0.12% | 65 |
|
|
2018
Q1 | – | Sell |
-27,072
| Closed | -$2.55M | – | 146 |
|
|
2017
Q4 | $2.55M | Buy |
+27,072
| New | +$2.55M | 0.18% | 61 |
|
|
2016
Q3 | – | Sell |
-22,259
| Closed | -$1.45M | – | 140 |
|
|
2016
Q2 | $1.45M | Buy |
22,259
+2,274
| +11% | +$148K | 0.26% | 58 |
|
|
2016
Q1 | $1.19M | Buy |
19,985
+2,998
| +18% | +$178K | 0.24% | 71 |
|
|
2015
Q4 | $913K | Buy |
+16,987
| New | +$913K | 0.23% | 98 |
|