Bridges Investment Management’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
$437K Sell
2025
Q1
$455K Sell
2024
Q4
$464K Sell
2024
Q3
$442K Buy
2024
Q2
$404K Buy
2021
Q4
Sell
2021
Q3
$2.73M Hold
2021
Q2
$2.65M Hold
2021
Q1
$2.51M Hold
2020
Q4
$2.51M Hold
2020
Q3
$2.17M Hold
2020
Q2
$2.07M Hold
2020
Q1
$1.55M Sell
2019
Q4
$2.05M Buy
2019
Q3
$2.03M Sell
2019
Q2
$2.12M Hold
2019
Q1
$1.72M Hold
2018
Q4
$1.6M Hold
2018
Q3
$2.19M Hold
2018
Q2
$1.91M Sell
2018
Q1
$1.9M Buy