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	-1,704	Closed	-$380K	–	952
2025 Q4	$380K	Buy	1,704 +776	+84%	+$177K	﹤0.01%	705
2025 Q3	$221K	Sell	928 -132	-12%	-$32.9K	﹤0.01%	762
2025 Q2	$258K	Buy	1,060 +60	+6%	+$14.3K	﹤0.01%	709
2025 Q1	$242K	Buy	1,000 +7	+0.7%	+$1.65K	﹤0.01%	695
2024 Q4	$225K	Buy	+993	New	+$222K	﹤0.01%	721
2024 Q1	–	Sell	-1,072	Closed	-$221K	–	644
2023 Q4	$221K	Buy	+1,072	New	+$198K	﹤0.01%	592
2021 Q4	–	Sell	-3,607	Closed	-$601K	–	547
2021 Q3	$601K	Buy	+3,607	New	+$614K	0.01%	321
2021 Q2	–	Sell	-1,892	Closed	-$290K	–	408
2021 Q1	$290K	Buy	1,892 +536	+40%	+$79.1K	0.01%	562
2020 Q4	$208K	Buy	+1,356	New	+$197K	0.01%	543
2019 Q1	–	Sell	-10	Closed	-$1K	–	148
2018 Q4	$1K	Buy	+10	New	+$1.08K	﹤0.01%	786