Appleton Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Sell |
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|
2025
Q1 | $3.23M | Buy |
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|
2024
Q4 | $2.9M | Sell |
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|
2024
Q3 | $2.84M | Sell |
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|
2024
Q2 | $2.69M | Buy |
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|
2024
Q1 | $2.73M | Sell |
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|
2023
Q4 | $2.84M | Sell |
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|
2023
Q3 | $2.59M | Sell |
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|
2023
Q2 | $2.61M | Sell |
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|
2023
Q1 | $3.69M | Sell |
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|
2022
Q4 | $4.02M | Buy |
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|
2022
Q3 | $4.19M | Buy |
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|
2022
Q2 | $3.98M | Sell |
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|
2022
Q1 | $4.48M | Sell |
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|
2021
Q4 | $5.29M | Buy |
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|
2021
Q3 | $3.86M | Buy |
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|
2021
Q2 | $3.18M | Buy |
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|
2021
Q1 | $2.86M | Buy |
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|
2020
Q4 | $2.25M | Buy |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $744K | Buy |
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|
2020
Q1 | $320K | Hold |
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|
2019
Q4 | $417K | Buy |
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|
2019
Q3 | $370K | Buy |
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|
2019
Q2 | $368K | Buy |
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|
2019
Q1 | $263K | Sell |
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|
2018
Q4 | $249K | Hold |
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|
2018
Q3 | $341K | Sell |
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|
2018
Q2 | $301K | Sell |
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|
2018
Q1 | $317K | Sell |
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|
2017
Q4 | $272K | Sell |
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|
2017
Q3 | $279K | Hold |
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|
2017
Q2 | $261K | Hold |
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|
2017
Q1 | $235K | Sell |
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|
2016
Q4 | $292K | Sell |
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|
2016
Q3 | $309K | Hold |
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|
2016
Q2 | $297K | Sell |
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|
2016
Q1 | $307K | Sell |
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|
2015
Q4 | $364K | Sell |
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|
2015
Q3 | $406K | Buy |
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|
2015
Q2 | $205K | Buy |
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