Adero Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $450K | Buy |
1,857
+20
| +1% | +$4.85K | 0.03% | 132 |
|
|
2024
Q4 | $415K | Buy |
1,837
+45
| +3% | +$10.2K | 0.03% | 138 |
|
|
2024
Q3 | $385K | Buy |
1,792
+44
| +3% | +$9.46K | 0.03% | 141 |
|
|
2024
Q2 | $344K | Buy |
1,748
+12
| +0.7% | +$2.36K | 0.03% | 147 |
|
|
2024
Q1 | $356K | Hold |
1,736
| – | – | 0.03% | 144 |
|
|
2023
Q4 | $357K | Buy |
1,736
+7
| +0.4% | +$1.44K | 0.03% | 133 |
|
|
2023
Q3 | $310K | Buy |
1,729
+2
| +0.1% | +$358 | 0.03% | 141 |
|
|
2023
Q2 | $286K | Hold |
1,727
| – | – | 0.03% | 135 |
|
|
2023
Q1 | $253K | Buy |
+1,727
| New | +$253K | 0.03% | 130 |
|
|
2022
Q3 | – | Sell |
-1,383
| Closed | -$202K | – | 155 |
|
|
2022
Q2 | $202K | Buy |
+1,383
| New | +$202K | 0.03% | 144 |
|