Cary Street Partners Investment Advisory’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 | $591K | Sell |
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|
2025
Q1 | $604K | Buy |
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|
2024
Q4 | $527K | Sell |
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|
2024
Q3 | $711K | Buy |
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|
2024
Q2 | $590K | Buy |
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|
2024
Q1 | $604K | Buy |
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|
2023
Q4 | $569K | Buy |
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|
2023
Q3 | $155K | Buy |
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|
2023
Q2 | $95.2K | Sell |
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|
2023
Q1 | $88K | Hold |
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|
2022
Q4 | $80.5K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $10K | Buy |
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