Dorsey & Whitney Trust’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Buy |
2,260
+53
| +2% | +$12.9K | 0.03% | 404 |
|
|
2025
Q1 | $535K | Sell |
2,207
-675
| -23% | -$164K | 0.03% | 394 |
|
|
2024
Q4 | $652K | Buy |
2,882
+116
| +4% | +$26.2K | 0.04% | 340 |
|
|
2024
Q3 | $595K | Buy |
2,766
+1,681
| +155% | +$361K | 0.03% | 362 |
|
|
2024
Q2 | $214K | Sell |
1,085
-9
| -0.8% | -$1.77K | 0.01% | 575 |
|
|
2024
Q1 | $224K | Buy |
1,094
+4
| +0.4% | +$819 | 0.02% | 569 |
|
|
2023
Q4 | $224K | Sell |
1,090
-33
| -3% | -$6.79K | 0.02% | 543 |
|
|
2023
Q3 | $201K | Buy |
+1,123
| New | +$201K | 0.02% | 547 |
|