Wedmont Private Capital’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Buy |
2,648
+39
| +1% | +$9.31K | 0.03% | 366 |
|
|
2025
Q1 | $604K | Buy |
2,609
+606
| +30% | +$140K | 0.03% | 332 |
|
|
2024
Q4 | $444K | Buy |
2,003
+339
| +20% | +$75.1K | 0.02% | 422 |
|
|
2024
Q3 | $358K | Buy |
1,664
+241
| +17% | +$51.9K | 0.02% | 466 |
|
|
2024
Q2 | $292K | Buy |
1,423
+70
| +5% | +$14.4K | 0.02% | 502 |
|
|
2024
Q1 | $280K | Buy |
1,353
+68
| +5% | +$14.1K | 0.02% | 468 |
|
|
2023
Q4 | $257K | Sell |
1,285
-46
| -3% | -$9.2K | 0.02% | 466 |
|
|
2023
Q3 | $242K | Buy |
+1,331
| New | +$242K | 0.02% | 427 |
|
|
2022
Q4 | – | Sell |
-3,202
| Closed | -$462K | – | 448 |
|
|
2022
Q3 | $462K | Buy |
3,202
+995
| +45% | +$144K | 0.09% | 173 |
|
|
2022
Q2 | $315K | Buy |
+2,207
| New | +$315K | 0.07% | 225 |
|