Kesler Norman & Wride’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
6,752
-73
| -1% | -$17.7K | 0.29% | 78 |
|
|
2025
Q1 | $1.66M | Buy |
6,825
+171
| +3% | +$41.5K | 0.32% | 74 |
|
|
2024
Q4 | $1.5M | Sell |
6,654
-630
| -9% | -$142K | 0.32% | 69 |
|
|
2024
Q3 | $1.57M | Sell |
7,284
-488
| -6% | -$105K | 0.31% | 78 |
|
|
2024
Q2 | $1.53M | Sell |
7,772
-1,015
| -12% | -$200K | 0.32% | 79 |
|
|
2024
Q1 | $1.8M | Sell |
8,787
-1,815
| -17% | -$372K | 0.38% | 83 |
|
|
2023
Q4 | $2.18M | Buy |
10,602
+40
| +0.4% | +$8.23K | 0.5% | 60 |
|
|
2023
Q3 | $1.89M | Sell |
10,562
-892
| -8% | -$160K | 0.48% | 63 |
|
|
2023
Q2 | $1.9M | Buy |
11,454
+379
| +3% | +$62.8K | 0.46% | 69 |
|
|
2023
Q1 | $1.62M | Buy |
11,075
+1,331
| +14% | +$195K | 0.41% | 79 |
|
|
2022
Q4 | $1.31M | Buy |
9,744
+2,708
| +38% | +$363K | 0.34% | 93 |
|
|
2022
Q3 | $1.02M | Buy |
7,036
+35
| +0.5% | +$5.05K | 0.28% | 86 |
|
|
2022
Q2 | $998K | Buy |
7,001
+73
| +1% | +$10.4K | 0.28% | 93 |
|
|
2022
Q1 | $1.08M | Buy |
6,928
+14
| +0.2% | +$2.18K | 0.24% | 89 |
|
|
2021
Q4 | $1.26M | Buy |
6,914
+19
| +0.3% | +$3.47K | 0.27% | 85 |
|
|
2021
Q3 | $1.15M | Buy |
6,895
+74
| +1% | +$12.3K | 0.27% | 88 |
|
|
2021
Q2 | $1.18M | Sell |
6,821
-61
| -0.9% | -$10.6K | 0.27% | 93 |
|
|
2021
Q1 | $1.05M | Buy |
6,882
+25
| +0.4% | +$3.83K | 0.26% | 94 |
|
|
2020
Q4 | $1.05M | Buy |
+6,857
| New | +$1.05M | 0.29% | 90 |
|