World Investment Advisors’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$564K Sell
2025
Q2
$627K Buy
2025
Q1
$473K Buy
2024
Q4
Sell
2024
Q3
$909K Buy
2024
Q2
$751K Buy