Capital Group Private Client Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
12,254
-1,345
| -10% | -$327K | 0.03% | 200 |
|
|
2025
Q1 | $3.3M | Sell |
13,599
-29,219
| -68% | -$7.08M | 0.03% | 186 |
|
|
2024
Q4 | $9.68M | Sell |
42,818
-957
| -2% | -$216K | 0.09% | 157 |
|
|
2024
Q3 | $9.41M | Sell |
43,775
-537
| -1% | -$115K | 0.09% | 157 |
|
|
2024
Q2 | $8.73M | Sell |
44,312
-634
| -1% | -$125K | 0.09% | 153 |
|
|
2024
Q1 | $9.21M | Buy |
44,946
+584
| +1% | +$120K | 0.09% | 146 |
|
|
2023
Q4 | $9.13M | Sell |
44,362
-1,993
| -4% | -$410K | 0.09% | 143 |
|
|
2023
Q3 | $8.3M | Sell |
46,355
-764
| -2% | -$137K | 0.1% | 140 |
|
|
2023
Q2 | $7.8M | Buy |
47,119
+32,024
| +212% | +$5.3M | 0.09% | 134 |
|
|
2023
Q1 | $2.21M | Buy |
+15,095
| New | +$2.21M | 0.03% | 166 |
|