Anchor Investment Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Hold |
1,500
| – | – | 0.03% | 290 |
|
|
2025
Q1 | $364K | Hold |
1,500
| – | – | 0.03% | 291 |
|
|
2024
Q4 | $339K | Hold |
1,500
| – | – | 0.03% | 293 |
|
|
2024
Q3 | $323K | Sell |
1,500
-40
| -3% | -$8.6K | 0.03% | 298 |
|
|
2024
Q2 | $303K | Hold |
1,540
| – | – | 0.03% | 290 |
|
|
2024
Q1 | $315K | Hold |
1,540
| – | – | 0.03% | 292 |
|
|
2023
Q4 | $317K | Sell |
1,540
-110
| -7% | -$22.6K | 0.04% | 287 |
|
|
2023
Q3 | $295K | Hold |
1,650
| – | – | 0.04% | 290 |
|
|
2023
Q2 | $273K | Hold |
1,650
| – | – | 0.03% | 293 |
|
|
2023
Q1 | $242K | Hold |
1,650
| – | – | 0.03% | 316 |
|
|
2022
Q4 | $221K | Hold |
1,650
| – | – | 0.03% | 321 |
|
|
2022
Q3 | $238K | Sell |
1,650
-18
| -1% | -$2.6K | 0.04% | 306 |
|
|
2022
Q2 | $238K | Hold |
1,668
| – | – | 0.03% | 326 |
|
|
2022
Q1 | $260K | Buy |
1,668
+18
| +1% | +$2.8K | 0.03% | 342 |
|
|
2021
Q4 | $302K | Hold |
1,650
| – | – | 0.04% | 322 |
|
|
2021
Q3 | $275K | Hold |
1,650
| – | – | 0.04% | 312 |
|
|
2021
Q2 | $267K | Hold |
1,650
| – | – | 0.04% | 318 |
|
|
2021
Q1 | $253K | Hold |
1,650
| – | – | 0.04% | 307 |
|
|
2020
Q4 | $253K | Buy |
1,650
+1,200
| +267% | +$184K | 0.05% | 264 |
|
|
2020
Q3 | $59.4K | Buy |
450
+40
| +10% | +$5.28K | 0.01% | 421 |
|
|
2020
Q2 | $51.7K | Hold |
410
| – | – | 0.01% | 427 |
|
|
2020
Q1 | $38.9K | Buy |
+410
| New | +$38.9K | 0.01% | 463 |
|