Court Place Advisors’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 | $527K | Hold |
|
|||||
|
2025
Q1 | $526K | Sell |
|
|||||
|
2024
Q4 | $492K | Sell |
|
|||||
|
2024
Q3 | $522K | Hold |
|
|||||
|
2024
Q2 | $478K | Buy |
|
|||||
|
2024
Q1 | $400K | Sell |
|
|||||
|
2023
Q4 | $499K | Hold |
|
|||||
|
2023
Q3 | $434K | Hold |
|
|||||
|
2023
Q2 | $402K | Hold |
|
|||||
|
2023
Q1 | $356K | Hold |
|
|||||
|
2022
Q4 | $325K | Hold |
|
|||||
|
2022
Q3 | $350K | Hold |
|
|||||
|
2022
Q2 | $346K | Hold |
|
|||||
|
2022
Q1 | $378K | Hold |
|
|||||
|
2021
Q4 | $444K | Hold |
|
|||||
|
2021
Q3 | $404K | Hold |
|
|||||
|
2021
Q2 | $392K | Hold |
|
|||||
|
2021
Q1 | $371K | Buy |
|
|||||
|
2020
Q4 | $355K | Hold |
|
|||||
|
2020
Q3 | $306K | Hold |
|
|||||
|
2020
Q2 | $292K | Hold |
|
|||||
|
2020
Q1 | $220K | Hold |
|
|||||
|
2019
Q4 | $286K | Hold |
|
|||||
|
2019
Q3 | $288K | Hold |
|
|||||
|
2019
Q2 | $296K | Hold |
|
|||||
|
2019
Q1 | $240K | Hold |
|
|||||
|
2018
Q4 | $223K | Hold |
|
|||||
|
2018
Q3 | $306K | Hold |
|
|||||
|
2018
Q2 | $267K | Hold |
|
|||||
|
2018
Q1 | $254K | Hold |
|
|||||
|
2017
Q4 | $210K | Buy |
|