Laird Norton Wetherby Wealth Management’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 | $1.54M | Buy |
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|
2024
Q4 | $489K | Sell |
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|
2024
Q3 | $478K | Sell |
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|
2024
Q2 | $443K | Sell |
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|
2024
Q1 | $471K | Sell |
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|
2023
Q4 | $497K | Sell |
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|
2023
Q3 | $440K | Sell |
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|
2023
Q2 | $419K | Buy |
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|
2023
Q1 | $364K | Buy |
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|
2022
Q4 | $326K | Sell |
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|
2022
Q3 | $451K | Buy |
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|
2022
Q2 | $366K | Sell |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $477K | Buy |
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|
2021
Q3 | $405K | Sell |
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|
2021
Q2 | $399K | Buy |
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|
2021
Q1 | $371K | Sell |
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|
2020
Q4 | $396K | Buy |
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|
2020
Q3 | $340K | Sell |
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|
2020
Q2 | $336K | Sell |
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|
2020
Q1 | $265K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $257K | Buy |
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|
2019
Q2 | $257K | Sell |
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|
2019
Q1 | $210K | Sell |
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|
2018
Q4 | $200K | Buy |
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|
2018
Q3 | $267K | Buy |
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|
2018
Q2 | $216K | Sell |
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|
2018
Q1 | $208K | Sell |
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|
2017
Q4 | $200K | Buy |
|