Woodward Diversified 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
$435K Buy
1,791
+615
+52% +$149K 0.22% 102
2025
Q1
$285K Buy
1,176
+60
+5% +$14.5K 0.2% 104
2024
Q4
$252K Buy
+1,116
New +$252K 0.19% 106