J. Safra Sarasin 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
$1.21M Buy
4,988
+944
+23% +$229K 0.02% 286
2025
Q1
$981K Sell
4,044
-706
-15% -$171K 0.02% 328
2024
Q4
$1.07M Buy
+4,750
New +$1.07M 0.02% 305