American Money Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.64M | Buy |
47,032
+5,428
| +13% | +$1.03M | 1.21% | 32 |
|
|
2025
Q4 | $9.28M | Buy |
41,604
+5,461
| +15% | +$1.25M | 1.46% | 24 |
|
|
2025
Q3 | $8.61M | Buy |
36,143
+505
| +1% | +$126K | 1.44% | 26 |
|
|
2025
Q2 | $8.66M | Buy |
35,638
+1,735
| +5% | +$412K | 1.53% | 23 |
|
|
2025
Q1 | $8.22M | Sell |
33,903
-211
| -0.6% | -$49.7K | 1.56% | 22 |
|
|
2024
Q4 | $7.71M | Buy |
34,114
+121
| +0.4% | +$27.1K | 1.5% | 21 |
|
|
2024
Q3 | $7.31M | Sell |
33,993
-172
| -0.5% | -$36K | 1.46% | 22 |
|
|
2024
Q2 | $6.73M | Sell |
34,165
-1,353
| -4% | -$268K | 1.44% | 23 |
|
|
2024
Q1 | $7.28M | Sell |
35,518
-49
| -0.1% | -$9.88K | 1.52% | 21 |
|
|
2023
Q4 | $7.32M | Sell |
35,567
-163
| -0.5% | -$30.1K | 1.65% | 19 |
|
|
2023
Q3 | $6.4M | Sell |
35,730
-198
| -0.6% | -$35.1K | 1.63% | 19 |
|
|
2023
Q2 | $5.95M | Buy |
35,928
+3,136
| +10% | +$475K | 1.48% | 19 |
|
|
2023
Q1 | $4.81M | Buy |
32,792
+39
| +0.1% | +$5.58K | 1.28% | 29 |
|
|
2022
Q4 | $4.39M | Sell |
32,753
-162
| -0.5% | -$23K | 1.25% | 33 |
|
|
2022
Q3 | $4.75M | Sell |
32,915
-1,369
| -4% | -$222K | 1.45% | 24 |
|
|
2022
Q2 | $4.89M | Buy |
34,284
+1,585
| +5% | +$230K | 1.42% | 26 |
|
|
2022
Q1 | $5.09M | Buy |
32,699
+9,999
| +44% | +$1.53M | 1.35% | 31 |
|
|
2021
Q4 | $4.15M | Sell |
22,700
-269
| -1% | -$47.3K | 1.08% | 37 |
|
|
2021
Q3 | $3.83M | Sell |
22,969
-291
| -1% | -$49.6K | 1.08% | 38 |
|
|
2021
Q2 | $3.76M | Buy |
23,260
+557
| +2% | +$89K | 1.27% | 37 |
|
|
2021
Q1 | $3.48M | Sell |
22,703
-474
| -2% | -$70K | 1.29% | 37 |
|
|
2020
Q4 | $3.55M | Sell |
23,177
-94
| -0.4% | -$13.6K | 1.39% | 33 |
|
|
2020
Q3 | $3.07M | Sell |
23,271
-1,930
| -8% | -$258K | 1.39% | 34 |
|
|
2020
Q2 | $3.18M | Sell |
25,201
-134
| -0.5% | -$15.5K | 1.48% | 33 |
|
|
2020
Q1 | $2.4M | Buy |
+25,335
| New | +$2.89M | 1.35% | 37 |
|
Other funds holding BR
VCM
VPM
