Mather Group’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 | $524K | Buy |
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|
2025
Q2 | $513K | Sell |
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|
2025
Q1 | $655K | Buy |
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|
2024
Q4 | $440K | Sell |
|
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|
2024
Q3 | $493K | Sell |
|
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|
2024
Q2 | $575K | Buy |
|
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|
2024
Q1 | $447K | Sell |
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|
2023
Q4 | $570K | Buy |
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|
2023
Q3 | $450K | Buy |
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|
2023
Q2 | $415K | Buy |
|
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|
2023
Q1 | $218K | Sell |
|
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|
2022
Q4 | $441K | Buy |
|