D.B. Root & Company’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 | $788K | Buy |
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|
2025
Q1 | $786K | Sell |
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|
2024
Q4 | $735K | Buy |
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|
2024
Q3 | $698K | Buy |
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|
2024
Q2 | $639K | Buy |
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|
2024
Q1 | $662K | Hold |
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|
2023
Q4 | $665K | Sell |
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|
2023
Q3 | $582K | Hold |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $484K | Hold |
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|
2022
Q4 | $443K | Buy |
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|
2022
Q3 | $476K | Hold |
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|
2022
Q2 | $470K | Buy |
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|
2022
Q1 | $513K | Sell |
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|
2021
Q4 | $603K | Hold |
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|
2021
Q3 | $550K | Hold |
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|
2021
Q2 | $533K | Buy |
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|
2021
Q1 | $493K | Hold |
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|
2020
Q4 | $494K | Buy |
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|
2020
Q3 | $422K | Hold |
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|
2020
Q2 | $403K | Hold |
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|
2020
Q1 | $303K | Hold |
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|
2019
Q4 | $395K | Hold |
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|
2019
Q3 | $398K | Hold |
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|
2019
Q2 | $408K | Hold |
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|
2019
Q1 | $332K | Hold |
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|
2018
Q4 | $308K | Hold |
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|
2018
Q3 | $422K | Hold |
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|
2018
Q2 | $368K | Hold |
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|
2018
Q1 | $351K | Hold |
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|
2017
Q4 | $290K | Buy |
|