HM Payson & Co’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $73.8K | Hold |
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|
2025
Q2 | $75.3K | Hold |
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|
2025
Q1 | $75.2K | Hold |
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|
2024
Q4 | $70.1K | Sell |
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|
2024
Q3 | $66.9K | Sell |
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|
2024
Q2 | $61.7K | Sell |
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|
2024
Q1 | $74.4K | Sell |
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|
2023
Q4 | $78K | Sell |
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|
2023
Q3 | $135K | Sell |
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|
2023
Q2 | $189K | Hold |
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|
2023
Q1 | $168K | Sell |
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|
2022
Q4 | $187K | Sell |
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|
2022
Q3 | $32.4M | Sell |
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|
2022
Q2 | $33.5M | Sell |
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|
2022
Q1 | $40.2M | Buy |
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|
2021
Q4 | $44.3M | Buy |
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|
2021
Q3 | $38.1M | Buy |
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|
2021
Q2 | $35.6M | Buy |
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|
2021
Q1 | $32.6M | Buy |
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|
2020
Q4 | $31.1M | Buy |
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|
2020
Q3 | $22.4M | Buy |
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|
2020
Q2 | $64K | Hold |
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|
2020
Q1 | $48K | Sell |
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|
2019
Q4 | $88K | Hold |
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|
2019
Q3 | $88K | Buy |
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|
2019
Q2 | $57K | Buy |
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