WealthTrust Axiom’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Hold |
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|
2025
Q1 | $650K | Hold |
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|
2024
Q4 | $606K | Hold |
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|
2024
Q3 | $576K | Hold |
|
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|
2024
Q2 | $528K | Hold |
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|
2024
Q1 | $549K | Hold |
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|
2023
Q4 | $552K | Hold |
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|
2023
Q3 | $480K | Hold |
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|
2023
Q2 | $444K | Hold |
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|
2023
Q1 | $393K | Hold |
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|
2022
Q4 | $360K | Hold |
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|
2022
Q3 | $386K | Hold |
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|
2022
Q2 | $382K | Hold |
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|
2022
Q1 | $417K | Hold |
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|
2021
Q4 | $490K | Hold |
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|
2021
Q3 | $446K | Hold |
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|
2021
Q2 | $433K | Hold |
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|
2021
Q1 | $410K | Hold |
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|
2020
Q4 | $410K | Hold |
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|
2020
Q3 | $353K | Buy |
|