Broadridge Financial Solutions shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Broadridge Financial Solutions
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Quarterly reported holdings in Broadridge Financial Solutions by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28k | 117 | 239.15 |
| 2025-06-30 | $29k | 117 | 243.91 |
| 2025-03-31 | $29k | 117 | 243.34 |
| 2024-12-31 | $27k | 117 | 226.97 |
| 2024-09-30 | $25k | 117 | 215.91 |
| 2024-06-30 | $23k | 118 | 198.20 |
| 2024-03-31 | $24k | 118 | 206.08 |
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