Choate Investment Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
1,158
-3
| -0.3% | -$729 | 0.01% | 348 |
|
|
2025
Q1 | $281K | Sell |
1,161
-136
| -10% | -$33K | 0.01% | 337 |
|
|
2024
Q4 | $293K | Sell |
1,297
-24
| -2% | -$5.43K | 0.01% | 334 |
|
|
2024
Q3 | $284K | Sell |
1,321
-91
| -6% | -$19.6K | 0.01% | 324 |
|
|
2024
Q2 | $278K | Buy |
1,412
+200
| +17% | +$39.4K | 0.01% | 316 |
|
|
2024
Q1 | $248K | Buy |
1,212
+21
| +2% | +$4.3K | 0.01% | 358 |
|
|
2023
Q4 | $245K | Buy |
+1,191
| New | +$245K | 0.01% | 332 |
|
|
2019
Q3 | – | Sell |
-1,589
| Closed | -$203K | – | 230 |
|
|
2019
Q2 | $203K | Buy |
+1,589
| New | +$203K | 0.01% | 223 |
|
|
2018
Q4 | – | Sell |
-1,589
| Closed | -$210K | – | 226 |
|
|
2018
Q3 | $210K | Buy |
+1,589
| New | +$210K | 0.01% | 188 |
|
|
2018
Q1 | – | Sell |
-2,559
| Closed | -$232K | – | 234 |
|
|
2017
Q4 | $232K | Hold |
2,559
| – | – | 0.01% | 221 |
|
|
2017
Q3 | $207K | Buy |
+2,559
| New | +$207K | 0.01% | 241 |
|