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
Q3 | $1.5M | Sell |
6,297
-24
| -0.4% | -$5.98K | 0.06% | 286 |
|
|
2025
Q2 | $1.54M | Buy |
+6,321
| New | +$1.5M | 0.07% | 264 |
|
|
2024
Q4 | $489K | Sell |
2,164
-59
| -3% | -$13.2K | 0.02% | 538 |
|
|
2024
Q3 | $478K | Sell |
2,223
-24
| -1% | -$5.02K | 0.02% | 576 |
|
|
2024
Q2 | $443K | Sell |
2,247
-54
| -2% | -$10.7K | 0.02% | 579 |
|
|
2024
Q1 | $471K | Sell |
2,301
-116
| -5% | -$23.4K | 0.02% | 579 |
|
|
2023
Q4 | $497K | Sell |
2,417
-42
| -2% | -$7.75K | 0.03% | 549 |
|
|
2023
Q3 | $440K | Sell |
2,459
-72
| -3% | -$12.8K | 0.03% | 564 |
|
|
2023
Q2 | $419K | Buy |
2,531
+47
| +2% | +$7.11K | 0.02% | 605 |
|
|
2023
Q1 | $364K | Buy |
2,484
+53
| +2% | +$7.58K | 0.02% | 638 |
|
|
2022
Q4 | $326K | Sell |
2,431
-695
| -22% | -$98.7K | 0.02% | 655 |
|
|
2022
Q3 | $451K | Buy |
3,126
+557
| +22% | +$90.4K | 0.03% | 533 |
|
|
2022
Q2 | $366K | Sell |
2,569
-24
| -0.9% | -$3.48K | 0.03% | 612 |
|
|
2022
Q1 | $404K | Sell |
2,593
-17
| -0.7% | -$2.61K | 0.02% | 581 |
|
|
2021
Q4 | $477K | Buy |
2,610
+180
| +7% | +$31.6K | 0.03% | 545 |
|
|
2021
Q3 | $405K | Sell |
2,430
-40
| -2% | -$6.81K | 0.03% | 582 |
|
|
2021
Q2 | $399K | Buy |
2,470
+47
| +2% | +$7.51K | 0.02% | 598 |
|
|
2021
Q1 | $371K | Sell |
2,423
-160
| -6% | -$23.6K | 0.03% | 530 |
|
|
2020
Q4 | $396K | Buy |
2,583
+4
| +0.2% | +$580 | 0.03% | 540 |
|
|
2020
Q3 | $340K | Sell |
2,579
-86
| -3% | -$11.5K | 0.03% | 487 |
|
|
2020
Q2 | $336K | Sell |
2,665
-138
| -5% | -$16K | 0.03% | 471 |
|
|
2020
Q1 | $265K | Buy |
+2,803
| New | +$320K | 0.03% | 484 |
|
|
2019
Q4 | – | Sell |
-2,065
| Closed | -$257K | – | 703 |
|
|
2019
Q3 | $257K | Buy |
2,065
+56
| +3% | +$7.21K | 0.03% | 591 |
|
|
2019
Q2 | $257K | Sell |
2,009
-15
| -0.7% | -$1.81K | 0.03% | 582 |
|
|
2019
Q1 | $210K | Sell |
2,024
-59
| -3% | -$5.92K | 0.03% | 608 |
|
|
2018
Q4 | $200K | Buy |
2,083
+57
| +3% | +$6.17K | 0.03% | 588 |
|
|
2018
Q3 | $267K | Buy |
2,026
+151
| +8% | +$19.2K | 0.03% | 531 |
|
|
2018
Q2 | $216K | Sell |
1,875
-24
| -1% | -$2.71K | 0.03% | 580 |
|
|
2018
Q1 | $208K | Sell |
1,899
-311
| -14% | -$30.9K | 0.03% | 597 |
|
|
2017
Q4 | $200K | Buy |
+2,210
| New | +$193K | 0.03% | 601 |
|
Other funds holding BR
