Marco Investment Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Buy |
1,833
+21
| +1% | +$5.1K | 0.04% | 150 |
|
|
2025
Q1 | $439K | Hold |
1,812
| – | – | 0.04% | 152 |
|
|
2024
Q4 | $410K | Buy |
1,812
+12
| +0.7% | +$2.71K | 0.04% | 155 |
|
|
2024
Q3 | $387K | Hold |
1,800
| – | – | 0.03% | 154 |
|
|
2024
Q2 | $355K | Hold |
1,800
| – | – | 0.03% | 157 |
|
|
2024
Q1 | $369K | Hold |
1,800
| – | – | 0.03% | 156 |
|
|
2023
Q4 | $370K | Hold |
1,800
| – | – | 0.04% | 154 |
|
|
2023
Q3 | $322K | Hold |
1,800
| – | – | 0.04% | 154 |
|
|
2023
Q2 | $298K | Hold |
1,800
| – | – | 0.03% | 163 |
|
|
2023
Q1 | $264K | Hold |
1,800
| – | – | 0.03% | 173 |
|
|
2022
Q4 | $241K | Hold |
1,800
| – | – | 0.03% | 177 |
|
|
2022
Q3 | $260K | Hold |
1,800
| – | – | 0.03% | 165 |
|
|
2022
Q2 | $257K | Hold |
1,800
| – | – | 0.03% | 168 |
|
|
2022
Q1 | $280K | Sell |
1,800
-12
| -0.7% | -$1.87K | 0.03% | 176 |
|
|
2021
Q4 | $331K | Buy |
1,812
+12
| +0.7% | +$2.19K | 0.03% | 171 |
|
|
2021
Q3 | $300K | Hold |
1,800
| – | – | 0.03% | 172 |
|
|
2021
Q2 | $291K | Hold |
1,800
| – | – | 0.03% | 169 |
|
|
2021
Q1 | $276K | Hold |
1,800
| – | – | 0.04% | 167 |
|
|
2020
Q4 | $276K | Hold |
1,800
| – | – | 0.04% | 159 |
|
|
2020
Q3 | $238K | Hold |
1,800
| – | – | 0.04% | 154 |
|
|
2020
Q2 | $227K | Buy |
+1,800
| New | +$227K | 0.04% | 150 |
|
|
2020
Q1 | – | Sell |
-1,800
| Closed | -$222K | – | 161 |
|
|
2019
Q4 | $222K | Hold |
1,800
| – | – | 0.03% | 166 |
|
|
2019
Q3 | $224K | Hold |
1,800
| – | – | 0.04% | 161 |
|
|
2019
Q2 | $230K | Buy |
+1,800
| New | +$230K | 0.04% | 161 |
|
|
2018
Q4 | – | Sell |
-2,113
| Closed | -$279K | – | 174 |
|
|
2018
Q3 | $279K | Buy |
2,113
+24
| +1% | +$3.17K | 0.04% | 160 |
|
|
2018
Q2 | $240K | Hold |
2,089
| – | – | 0.04% | 166 |
|
|
2018
Q1 | $229K | Sell |
2,089
-200
| -9% | -$21.9K | 0.04% | 167 |
|
|
2017
Q4 | $207K | Buy |
+2,289
| New | +$207K | 0.03% | 170 |
|