WA
WealthTrust Axiom’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Hold |
2,681
| – | – | 0.19% | 108 |
|
|
2025
Q1 | $650K | Hold |
2,681
| – | – | 0.2% | 102 |
|
|
2024
Q4 | $606K | Hold |
2,681
| – | – | 0.18% | 114 |
|
|
2024
Q3 | $576K | Hold |
2,681
| – | – | 0.17% | 122 |
|
|
2024
Q2 | $528K | Hold |
2,681
| – | – | 0.18% | 126 |
|
|
2024
Q1 | $549K | Hold |
2,681
| – | – | 0.18% | 126 |
|
|
2023
Q4 | $552K | Hold |
2,681
| – | – | 0.18% | 115 |
|
|
2023
Q3 | $480K | Hold |
2,681
| – | – | 0.17% | 124 |
|
|
2023
Q2 | $444K | Hold |
2,681
| – | – | 0.15% | 144 |
|
|
2023
Q1 | $393K | Hold |
2,681
| – | – | 0.13% | 154 |
|
|
2022
Q4 | $360K | Hold |
2,681
| – | – | 0.13% | 154 |
|
|
2022
Q3 | $386K | Hold |
2,681
| – | – | 0.15% | 133 |
|
|
2022
Q2 | $382K | Hold |
2,681
| – | – | 0.14% | 146 |
|
|
2022
Q1 | $417K | Hold |
2,681
| – | – | 0.13% | 152 |
|
|
2021
Q4 | $490K | Hold |
2,681
| – | – | 0.16% | 128 |
|
|
2021
Q3 | $446K | Hold |
2,681
| – | – | 0.15% | 130 |
|
|
2021
Q2 | $433K | Hold |
2,681
| – | – | 0.14% | 134 |
|
|
2021
Q1 | $410K | Hold |
2,681
| – | – | 0.14% | 133 |
|
|
2020
Q4 | $410K | Hold |
2,681
| – | – | 0.15% | 127 |
|
|
2020
Q3 | $353K | Buy |
+2,681
| New | +$353K | 0.15% | 122 |
|