Edmond de Rothschild Holding’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Hold |
882
| – | – | ﹤0.01% | 375 |
|
|
2025
Q1 | $214K | Hold |
882
| – | – | ﹤0.01% | 384 |
|
|
2024
Q4 | $199K | Hold |
882
| – | – | ﹤0.01% | 406 |
|
|
2024
Q3 | $190K | Hold |
882
| – | – | ﹤0.01% | 424 |
|
|
2024
Q2 | $174K | Hold |
882
| – | – | ﹤0.01% | 442 |
|
|
2024
Q1 | $181K | Buy |
+882
| New | +$181K | ﹤0.01% | 430 |
|
|
2023
Q2 | – | Sell |
-281
| Closed | -$41.2K | – | 717 |
|
|
2023
Q1 | $41.2K | Hold |
281
| – | – | ﹤0.01% | 601 |
|
|
2022
Q4 | $37.7K | Buy |
+281
| New | +$37.7K | ﹤0.01% | 665 |
|
|
2018
Q3 | – | Sell |
-1,743
| Closed | -$201K | – | 724 |
|
|
2018
Q2 | $201K | Buy |
+1,743
| New | +$201K | 0.01% | 466 |
|