CIBC Private Wealth Group’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 | $107M | Sell |
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|
2025
Q1 | $96.5M | Buy |
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|
2024
Q4 | $100M | Sell |
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|
2024
Q3 | $94.9M | Sell |
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|
2024
Q2 | $91.8M | Sell |
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|
2024
Q1 | $94.1M | Sell |
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|
2023
Q4 | $97.5M | Sell |
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|
2023
Q3 | $85M | Sell |
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|
2023
Q2 | $88.8M | Buy |
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|
2023
Q1 | $75.3M | Buy |
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|
2022
Q4 | $10M | Sell |
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|
2022
Q3 | $75.3M | Buy |
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|
2022
Q2 | $71.6M | Buy |
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|
2022
Q1 | $73.6M | Buy |
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|
2021
Q4 | $81.2M | Buy |
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|
2021
Q3 | $54.4M | Buy |
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|
2021
Q2 | $52.2M | Buy |
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|
2021
Q1 | $45.5M | Buy |
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|
2020
Q4 | $44.8M | Buy |
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|
2020
Q3 | $27.5M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.3M | Sell |
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|
2019
Q3 | $1.37M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $10K | Sell |
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|
2018
Q1 | $31K | Buy |
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|
2017
Q4 | $25K | Buy |
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