Alley Investment Management Company’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
$12.3M Buy
2025
Q2
$12.5M Sell
2025
Q1
$12.5M Buy
2024
Q4
$11.7M Buy
2024
Q3
$11.1M Buy
2024
Q2
$10.1M Buy
2024
Q1
$10.5M Buy
2023
Q4
$10.5M Buy
2023
Q3
$8.33M Sell
2023
Q2
$7.77M Sell
2023
Q1
$6.92M Buy
2022
Q4
$6.18M Sell
2022
Q3
$6.83M Sell
2022
Q2
$6.78M Buy
2022
Q1
$7.39M Buy