CIBC Private Wealth Group’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107M | Sell |
442,305
-2,128
| -0.5% | -$517K | 0.19% | 123 |
|
|
2025
Q1 | $96.5M | Buy |
444,433
+8,324
| +2% | +$1.81M | 0.2% | 113 |
|
|
2024
Q4 | $100M | Sell |
436,109
-5,244
| -1% | -$1.2M | 0.18% | 123 |
|
|
2024
Q3 | $94.9M | Sell |
441,353
-13,728
| -3% | -$2.95M | 0.17% | 125 |
|
|
2024
Q2 | $91.8M | Sell |
455,081
-8,119
| -2% | -$1.64M | 0.17% | 128 |
|
|
2024
Q1 | $94.1M | Sell |
463,200
-10,620
| -2% | -$2.16M | 0.18% | 124 |
|
|
2023
Q4 | $97.5M | Sell |
473,820
-1,046
| -0.2% | -$215K | 0.21% | 115 |
|
|
2023
Q3 | $85M | Sell |
474,866
-61,551
| -11% | -$11M | 0.2% | 111 |
|
|
2023
Q2 | $88.8M | Buy |
536,417
+22,835
| +4% | +$3.78M | 0.19% | 119 |
|
|
2023
Q1 | $75.3M | Buy |
513,582
+9,581
| +2% | +$1.4M | 0.17% | 134 |
|
|
2022
Q4 | $10M | Sell |
504,001
-17,446
| -3% | -$347K | 0.03% | 267 |
|
|
2022
Q3 | $75.3M | Buy |
521,447
+18,920
| +4% | +$2.73M | 0.2% | 109 |
|
|
2022
Q2 | $71.6M | Buy |
502,527
+29,809
| +6% | +$4.25M | 0.19% | 118 |
|
|
2022
Q1 | $73.6M | Buy |
472,718
+28,533
| +6% | +$4.44M | 0.16% | 125 |
|
|
2021
Q4 | $81.2M | Buy |
444,185
+117,629
| +36% | +$21.5M | 0.17% | 123 |
|
|
2021
Q3 | $54.4M | Buy |
326,556
+3,679
| +1% | +$613K | 0.13% | 141 |
|
|
2021
Q2 | $52.2M | Buy |
322,877
+25,966
| +9% | +$4.19M | 0.12% | 149 |
|
|
2021
Q1 | $45.5M | Buy |
296,911
+4,714
| +2% | +$722K | 0.11% | 154 |
|
|
2020
Q4 | $44.8M | Buy |
292,197
+84,033
| +40% | +$12.9M | 0.12% | 146 |
|
|
2020
Q3 | $27.5M | Buy |
+208,164
| New | +$27.5M | 0.08% | 169 |
|
|
2020
Q1 | – | Sell |
-10,510
| Closed | -$1.3M | – | 848 |
|
|
2019
Q4 | $1.3M | Sell |
10,510
-460
| -4% | -$56.9K | ﹤0.01% | 537 |
|
|
2019
Q3 | $1.37M | Buy |
+10,970
| New | +$1.37M | ﹤0.01% | 519 |
|
|
2018
Q3 | – | Sell |
-85
| Closed | -$10K | – | 1058 |
|
|
2018
Q2 | $10K | Sell |
85
-200
| -70% | -$23.5K | ﹤0.01% | 1557 |
|
|
2018
Q1 | $31K | Buy |
285
+5
| +2% | +$544 | ﹤0.01% | 1272 |
|
|
2017
Q4 | $25K | Buy |
+280
| New | +$25K | ﹤0.01% | 1357 |
|