Marietta Investment Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
1,584
-180
| -10% | -$43.7K | 0.08% | 131 |
|
|
2025
Q1 | $428K | Sell |
1,764
-974
| -36% | -$236K | 0.1% | 126 |
|
|
2024
Q4 | $619K | Sell |
2,738
-72
| -3% | -$16.3K | 0.14% | 107 |
|
|
2024
Q3 | $604K | Buy |
2,810
+740
| +36% | +$159K | 0.13% | 111 |
|
|
2024
Q2 | $408K | Buy |
2,070
+740
| +56% | +$146K | 0.09% | 123 |
|
|
2024
Q1 | $272K | Buy |
+1,330
| New | +$272K | 0.06% | 149 |
|