A detailed history of Carolinas Wealth Consulting LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 1,557 shares of BR stock, worth $353,968. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,557
Previous 1,557 -0.0%
Holding current value
$353,968
Previous $306,000 9.15%
% of portfolio
0.06%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$190.46 - $207.24 $190 - $207
1 Added 0.06%
1,557 $306,000
Q1 2024

May 14, 2024

BUY
$193.56 - $208.96 $193 - $208
1 Added 0.06%
1,556 $318,000
Q4 2023

Feb 13, 2024

SELL
$167.38 - $205.83 $669 - $823
-4 Reduced 0.26%
1,555 $319,000
Q3 2023

Nov 14, 2023

SELL
$163.3 - $189.0 $11,267 - $13,041
-69 Reduced 4.24%
1,559 $279,000
Q1 2023

May 15, 2023

BUY
$133.03 - $153.58 $2,527 - $2,918
19 Added 1.18%
1,628 $238,000
Q3 2022

Nov 14, 2022

SELL
$144.32 - $183.22 $144 - $183
-1 Reduced 0.06%
1,609 $233,000
Q2 2022

Aug 16, 2022

SELL
$133.41 - $160.84 $39,355 - $47,447
-295 Reduced 15.49%
1,610 $231,000
Q1 2022

May 17, 2022

SELL
$140.89 - $180.95 $14,088 - $18,095
-100 Reduced 4.99%
1,905 $298,000
Q4 2021

Feb 14, 2022

BUY
$162.55 - $184.48 $78,836 - $89,472
485 Added 31.91%
2,005 $368,000
Q3 2021

Nov 15, 2021

SELL
$162.51 - $176.99 $31,689 - $34,513
-195 Reduced 11.37%
1,520 $254,000
Q4 2020

Feb 16, 2021

SELL
$133.41 - $153.88 $7,470 - $8,617
-56 Reduced 3.16%
1,715 $264,000
Q3 2020

Nov 12, 2020

BUY
$125.12 - $143.13 $221,087 - $252,910
1,767 Added 44175.0%
1,771 $235,000
Q2 2020

Aug 13, 2020

BUY
$91.32 - $127.49 $365 - $509
4 New
4 $1,000

Others Institutions Holding BR

About BROADRIDGE FINANCIAL SOLUTIONS, INC.


  • Ticker BR
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 154,460,992
  • Market Cap $35.1B
  • Description
  • Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; an...
More about BR
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