IEQ Capital’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.56M Buy
2025
Q1
$2.46M Sell
2024
Q4
$2.71M Buy
2024
Q3
$1.74M Buy
2024
Q2
$642K Buy
2024
Q1
$650K Buy
2023
Q4
$611K Sell
2023
Q3
$557K Buy
2023
Q2
$446K Sell
2023
Q1
$406K Sell
2022
Q4
$382K Sell
2022
Q3
$525K Buy
2022
Q2
$352K Buy
2022
Q1
$311K Sell
2021
Q4
$468K Buy
2021
Q3
$329K Buy
2021
Q2
$225K Buy