Wealthfront Advisers’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
10,513
+660
| +7% | +$160K | 0.01% | 516 |
|
|
2025
Q1 | $2.39M | Sell |
9,853
-5
| -0.1% | -$1.21K | 0.01% | 495 |
|
|
2024
Q4 | $2.23M | Buy |
9,858
+61
| +0.6% | +$13.8K | 0.01% | 504 |
|
|
2024
Q3 | $2.11M | Sell |
9,797
-209
| -2% | -$44.9K | 0.01% | 489 |
|
|
2024
Q2 | $1.97M | Sell |
10,006
-412
| -4% | -$81.2K | 0.01% | 483 |
|
|
2024
Q1 | $2.13M | Sell |
10,418
-407
| -4% | -$83.4K | 0.01% | 470 |
|
|
2023
Q4 | $2.23M | Buy |
10,825
+3,394
| +46% | +$698K | 0.01% | 439 |
|
|
2023
Q3 | $1.33M | Buy |
7,431
+1,450
| +24% | +$260K | 0.01% | 507 |
|
|
2023
Q2 | $991K | Buy |
5,981
+1,092
| +22% | +$181K | ﹤0.01% | 557 |
|
|
2023
Q1 | $717K | Buy |
4,889
+404
| +9% | +$59.2K | ﹤0.01% | 586 |
|
|
2022
Q4 | $602K | Sell |
4,485
-2,465
| -35% | -$331K | ﹤0.01% | 603 |
|
|
2022
Q3 | $1M | Buy |
6,950
+1,881
| +37% | +$271K | 0.01% | 484 |
|
|
2022
Q2 | $723K | Buy |
5,069
+962
| +23% | +$137K | ﹤0.01% | 531 |
|
|
2022
Q1 | $639K | Sell |
4,107
-13,220
| -76% | -$2.06M | ﹤0.01% | 592 |
|
|
2021
Q4 | $3.17M | Buy |
17,327
+4,467
| +35% | +$816K | 0.01% | 297 |
|
|
2021
Q3 | $2.14M | Buy |
12,860
+5,717
| +80% | +$953K | 0.01% | 334 |
|
|
2021
Q2 | $1.15M | Buy |
7,143
+4,262
| +148% | +$689K | 0.01% | 411 |
|
|
2021
Q1 | $441K | Buy |
2,881
+28
| +1% | +$4.29K | ﹤0.01% | 473 |
|
|
2020
Q4 | $437K | Buy |
2,853
+224
| +9% | +$34.3K | ﹤0.01% | 451 |
|
|
2020
Q3 | $347K | Sell |
2,629
-36
| -1% | -$4.75K | ﹤0.01% | 448 |
|
|
2020
Q2 | $336K | Buy |
+2,665
| New | +$336K | ﹤0.01% | 441 |
|
|
2020
Q1 | – | Sell |
-2,625
| Closed | -$324K | – | 440 |
|
|
2019
Q4 | $324K | Sell |
2,625
-245
| -9% | -$30.2K | ﹤0.01% | 446 |
|
|
2019
Q3 | $357K | Buy |
2,870
+18
| +0.6% | +$2.24K | ﹤0.01% | 412 |
|
|
2019
Q2 | $364K | Buy |
2,852
+218
| +8% | +$27.8K | ﹤0.01% | 416 |
|
|
2019
Q1 | $273K | Sell |
2,634
-4,852
| -65% | -$503K | ﹤0.01% | 434 |
|
|
2018
Q4 | $721K | Buy |
+7,486
| New | +$721K | 0.01% | 301 |
|