Cerity 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
Q3 | $5.84M | Sell |
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|
2025
Q2 | $6.2M | Buy |
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|
2025
Q1 | $5.7M | Buy |
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|
2024
Q4 | $5.2M | Buy |
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|
2024
Q3 | $4.71M | Buy |
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|
2024
Q2 | $2.73M | Sell |
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|
2024
Q1 | $4.13M | Buy |
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|
2023
Q4 | $1.71M | Buy |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $803K | Sell |
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|
2022
Q4 | $782K | Buy |
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|
2022
Q3 | $379K | Buy |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $252K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $217K | Sell |
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|
2018
Q3 | $307K | Sell |
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|
2018
Q2 | $561K | Buy |
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|
2018
Q1 | $257K | Sell |
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|
2017
Q4 | $579K | Buy |
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|
2017
Q3 | $506K | Buy |
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