Hutchens & Kramer Investment Management Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
1,220
-10
| -0.8% | -$2.45K | 0.14% | 112 |
|
|
2025
Q1 | $298K | Hold |
1,230
| – | – | 0.16% | 104 |
|
|
2024
Q4 | $278K | Buy |
1,230
+5
| +0.4% | +$1.13K | 0.15% | 112 |
|
|
2024
Q3 | $263K | Buy |
1,225
+9
| +0.7% | +$1.93K | 0.15% | 123 |
|
|
2024
Q2 | $239K | Buy |
1,216
+23
| +2% | +$4.52K | 0.13% | 125 |
|
|
2024
Q1 | $242K | Buy |
1,193
+51
| +4% | +$10.4K | 0.14% | 127 |
|
|
2023
Q4 | $235K | Sell |
1,142
-189
| -14% | -$38.9K | 0.17% | 108 |
|
|
2023
Q3 | $236K | Sell |
1,331
-363
| -21% | -$64.2K | 0.19% | 96 |
|
|
2023
Q2 | $281K | Buy |
1,694
+7
| +0.4% | +$1.16K | 0.22% | 88 |
|
|
2023
Q1 | $247K | Buy |
1,687
+16
| +1% | +$2.35K | 0.21% | 94 |
|
|
2022
Q4 | $224K | Sell |
1,671
-63
| -4% | -$8.45K | 0.16% | 89 |
|
|
2022
Q3 | $258K | Sell |
1,734
-12
| -0.7% | -$1.79K | 0.21% | 71 |
|
|
2022
Q2 | $256K | Sell |
1,746
-13
| -0.7% | -$1.91K | 0.19% | 84 |
|
|
2022
Q1 | $275K | Hold |
1,759
| – | – | 0.15% | 95 |
|
|
2021
Q4 | $269K | Buy |
+1,759
| New | +$269K | 0.17% | 89 |
|