GHP Investment Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Buy |
54,090
+2,997
| +6% | +$728K | 0.58% | 54 |
|
|
2025
Q1 | $12.4M | Buy |
51,093
+3,925
| +8% | +$952K | 0.6% | 50 |
|
|
2024
Q4 | $10.7M | Buy |
47,168
+6,036
| +15% | +$1.36M | 0.5% | 63 |
|
|
2024
Q3 | $8.84M | Buy |
41,132
+1,094
| +3% | +$235K | 0.41% | 88 |
|
|
2024
Q2 | $7.89M | Buy |
40,038
+1,787
| +5% | +$352K | 0.39% | 92 |
|
|
2024
Q1 | $7.84M | Sell |
38,251
-532
| -1% | -$109K | 0.39% | 91 |
|
|
2023
Q4 | $7.98M | Buy |
38,783
+173
| +0.4% | +$35.6K | 0.43% | 76 |
|
|
2023
Q3 | $6.86M | Buy |
38,610
+75
| +0.2% | +$13.3K | 0.42% | 85 |
|
|
2023
Q2 | $7.01M | Buy |
38,535
+2,336
| +6% | +$425K | 0.41% | 91 |
|
|
2023
Q1 | $5.31M | Buy |
36,199
+735
| +2% | +$108K | 0.34% | 110 |
|
|
2022
Q4 | $4.76M | Sell |
35,464
-190
| -0.5% | -$25.5K | 0.32% | 113 |
|
|
2022
Q3 | $5.15M | Buy |
35,654
+522
| +1% | +$75.3K | 0.4% | 95 |
|
|
2022
Q2 | $5.01M | Buy |
35,132
+970
| +3% | +$138K | 0.37% | 102 |
|
|
2022
Q1 | $5.32M | Buy |
34,162
+2,227
| +7% | +$347K | 0.35% | 106 |
|
|
2021
Q4 | $5.84M | Buy |
31,935
+2,860
| +10% | +$523K | 0.41% | 89 |
|
|
2021
Q3 | $4.85M | Buy |
29,075
+1,969
| +7% | +$328K | 0.38% | 96 |
|
|
2021
Q2 | $4.38M | Buy |
27,106
+2,255
| +9% | +$364K | 0.35% | 106 |
|
|
2021
Q1 | $3.81M | Buy |
24,851
+496
| +2% | +$75.9K | 0.33% | 112 |
|
|
2020
Q4 | $3.73M | Buy |
24,355
+1,153
| +5% | +$177K | 0.36% | 104 |
|
|
2020
Q3 | $3.06M | Buy |
23,202
+824
| +4% | +$109K | 0.35% | 105 |
|
|
2020
Q2 | $2.82M | Buy |
22,378
+1,984
| +10% | +$250K | 0.35% | 99 |
|
|
2020
Q1 | $1.93M | Buy |
20,394
+337
| +2% | +$32K | 0.29% | 112 |
|
|
2019
Q4 | $2.48M | Buy |
20,057
+501
| +3% | +$61.9K | 0.27% | 117 |
|
|
2019
Q3 | $2.43M | Sell |
19,556
-2,817
| -13% | -$350K | 0.3% | 111 |
|
|
2019
Q2 | $2.86M | Buy |
22,373
+417
| +2% | +$53.3K | 0.35% | 99 |
|
|
2019
Q1 | $2.28M | Buy |
21,956
+1,407
| +7% | +$146K | 0.29% | 115 |
|
|
2018
Q4 | $1.98M | Buy |
20,549
+4,538
| +28% | +$437K | 0.3% | 113 |
|
|
2018
Q3 | $2.11M | Sell |
16,011
-124
| -0.8% | -$16.4K | 0.28% | 114 |
|
|
2018
Q2 | $1.86M | Buy |
16,135
+211
| +1% | +$24.3K | 0.26% | 116 |
|
|
2018
Q1 | $1.75M | Buy |
15,924
+6
| +0% | +$658 | 0.25% | 125 |
|
|
2017
Q4 | $1.44M | Buy |
15,918
+231
| +1% | +$20.9K | 0.2% | 144 |
|
|
2017
Q3 | $1.27M | Buy |
15,687
+194
| +1% | +$15.7K | 0.19% | 147 |
|
|
2017
Q2 | $1.17M | Buy |
15,493
+110
| +0.7% | +$8.31K | 0.19% | 152 |
|
|
2017
Q1 | $1.05M | Buy |
15,383
+3
| +0% | +$204 | 0.18% | 160 |
|
|
2016
Q4 | $1.02M | Buy |
15,380
+511
| +3% | +$33.9K | 0.19% | 150 |
|
|
2016
Q3 | $1.01M | Buy |
14,869
+3
| +0% | +$203 | 0.21% | 140 |
|
|
2016
Q2 | $969K | Buy |
14,866
+3
| +0% | +$196 | 0.21% | 138 |
|
|
2016
Q1 | $882K | Buy |
14,863
+4
| +0% | +$237 | 0.2% | 139 |
|
|
2015
Q4 | $798K | Buy |
14,859
+4
| +0% | +$215 | 0.19% | 143 |
|
|
2015
Q3 | $822K | Hold |
14,855
| – | – | 0.21% | 134 |
|
|
2015
Q2 | $789K | Buy |
14,855
+7
| +0% | +$372 | 0.19% | 135 |
|
|
2015
Q1 | $817K | Sell |
14,848
-71
| -0.5% | -$3.91K | 0.21% | 132 |
|
|
2014
Q4 | $689K | Sell |
14,919
-70
| -0.5% | -$3.23K | 0.19% | 144 |
|
|
2014
Q3 | $624K | Buy |
14,989
+3
| +0% | +$125 | 0.18% | 139 |
|
|
2014
Q2 | $624K | Buy |
14,986
+4
| +0% | +$167 | 0.18% | 137 |
|
|
2014
Q1 | $556K | Sell |
14,982
-4
| -0% | -$148 | 0.18% | 141 |
|
|
2013
Q4 | $592K | Buy |
14,986
+195
| +1% | +$7.7K | 0.2% | 129 |
|
|
2013
Q3 | $470K | Sell |
14,791
-825
| -5% | -$26.2K | 0.17% | 146 |
|
|
2013
Q2 | $415K | Buy |
+15,616
| New | +$415K | 0.17% | 151 |
|