Wealthspire Advisors (New York)’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $380K | Buy |
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|
2025
Q3 | $221K | Sell |
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|
2025
Q2 | $258K | Buy |
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|
2025
Q1 | $242K | Buy |
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|
2024
Q4 | $225K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $221K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $601K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $208K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1K | Buy |
|