Corient Private Wealth’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 | $105M | Buy |
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|
2025
Q1 | $99.4M | Sell |
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|
2024
Q4 | $99.2M | Buy |
|
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|
2024
Q3 | $9.56M | Sell |
|
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|
2024
Q2 | $9.05M | Buy |
|
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|
2024
Q1 | $8.9M | Buy |
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|
2023
Q4 | $8.49M | Sell |
|
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|
2023
Q3 | $7.55M | Buy |
|
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|
2023
Q2 | $6.89M | Sell |
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|
2023
Q1 | $7.1M | Buy |
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|
2022
Q4 | $4.18M | Buy |
|