AssetMark Inc’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 | $6.02M | Buy |
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|
2025
Q1 | $2.69M | Sell |
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|
2024
Q4 | $2.59M | Buy |
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|
2024
Q3 | $143K | Buy |
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|
2024
Q2 | $57.1K | Buy |
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|
2024
Q1 | $51.6K | Buy |
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|
2023
Q4 | $50.2K | Hold |
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|
2023
Q3 | $43.7K | Hold |
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|
2023
Q2 | $40.4K | Hold |
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|
2023
Q1 | $35.8K | Sell |
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|
2022
Q4 | $40.6K | Hold |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $47K | Sell |
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|
2021
Q4 | $69K | Buy |
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|
2021
Q3 | $53K | Hold |
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|
2021
Q2 | $51K | Buy |
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|
2021
Q1 | $37K | Sell |
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|
2020
Q4 | $40K | Buy |
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|
2020
Q3 | $32K | Hold |
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|
2020
Q2 | $31K | Sell |
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|
2020
Q1 | $165K | Buy |
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|
2019
Q4 | $197K | Buy |
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|
2019
Q3 | $140K | Buy |
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|
2019
Q2 | $132K | Buy |
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|
2019
Q1 | $87K | Buy |
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|
2018
Q4 | $23K | Hold |
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|
2018
Q3 | $32K | Sell |
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|
2018
Q2 | $31K | Sell |
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|
2018
Q1 | $171K | Sell |
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|
2017
Q4 | $143K | Buy |
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|
2017
Q3 | $26K | Buy |
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|
2017
Q2 | $21K | Buy |
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|
2017
Q1 | $17K | Hold |
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|
2016
Q4 | $16K | Hold |
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|
2016
Q3 | $17K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1K | Sell |
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|
2015
Q3 | $4K | Buy |
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|
2015
Q1 | – | Hold |
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|
2014
Q4 | – | Hold |
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|
2014
Q3 | – | Hold |
|