Mercer Global Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
11,329
-2,170
| -16% | -$527K | 0.01% | 733 |
|
|
2025
Q1 | $3.27M | Buy |
13,499
+203
| +2% | +$49.2K | 0.01% | 675 |
|
|
2024
Q4 | $3.01M | Buy |
13,296
+1,635
| +14% | +$370K | 0.01% | 692 |
|
|
2024
Q3 | $2.5M | Buy |
11,661
+278
| +2% | +$59.7K | 0.01% | 707 |
|
|
2024
Q2 | $2.38M | Sell |
11,383
-93
| -0.8% | -$19.5K | 0.01% | 676 |
|
|
2024
Q1 | $2.35M | Buy |
11,476
+338
| +3% | +$69.2K | 0.01% | 680 |
|
|
2023
Q4 | $2.29M | Sell |
11,138
-145
| -1% | -$29.8K | 0.01% | 703 |
|
|
2023
Q3 | $2.02M | Buy |
11,283
+1,512
| +15% | +$271K | 0.01% | 698 |
|
|
2023
Q2 | $1.62M | Sell |
9,771
-2,419
| -20% | -$401K | 0.01% | 793 |
|
|
2023
Q1 | $1.79M | Buy |
12,190
+2,654
| +28% | +$389K | 0.01% | 714 |
|
|
2022
Q4 | $1.28M | Buy |
9,536
+292
| +3% | +$39.2K | 0.01% | 822 |
|
|
2022
Q3 | $1.33M | Buy |
9,244
+338
| +4% | +$48.8K | 0.01% | 742 |
|
|
2022
Q2 | $1.27M | Buy |
8,906
+510
| +6% | +$72.7K | 0.01% | 756 |
|
|
2022
Q1 | $1.31M | Sell |
8,396
-2,144
| -20% | -$334K | 0.01% | 792 |
|
|
2021
Q4 | $1.93M | Sell |
10,540
-325
| -3% | -$59.4K | 0.01% | 639 |
|
|
2021
Q3 | $1.81M | Buy |
10,865
+835
| +8% | +$139K | 0.01% | 648 |
|
|
2021
Q2 | $1.62M | Buy |
10,030
+1,455
| +17% | +$235K | 0.01% | 648 |
|
|
2021
Q1 | $1.31M | Buy |
8,575
+3,978
| +87% | +$609K | 0.01% | 684 |
|
|
2020
Q4 | $704K | Sell |
4,597
-2,097
| -31% | -$321K | 0.01% | 738 |
|
|
2020
Q3 | $884K | Buy |
6,694
+4,080
| +156% | +$539K | 0.01% | 585 |
|
|
2020
Q2 | $330K | Sell |
2,614
-3,129
| -54% | -$395K | 0.01% | 818 |
|
|
2020
Q1 | $545K | Sell |
5,743
-4,330
| -43% | -$411K | 0.01% | 643 |
|
|
2019
Q4 | $1.24M | Buy |
10,073
+288
| +3% | +$35.6K | 0.02% | 464 |
|
|
2019
Q3 | $1.22M | Sell |
9,785
-680
| -6% | -$84.6K | 0.03% | 424 |
|
|
2019
Q2 | $1.34M | Buy |
10,465
+978
| +10% | +$125K | 0.04% | 389 |
|
|
2019
Q1 | $984K | Buy |
+9,487
| New | +$984K | 0.04% | 419 |
|