Meridiem 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
$272M Sell
1,120,989
-2,876
-0.3% -$699K 4.95% 11
2025
Q1
$272M Buy
1,123,865
+54,669
+5% +$13.3M 4.98% 9
2024
Q4
$242M Sell
1,069,196
-9,073
-0.8% -$2.05M 4.33% 14
2024
Q3
$232M Sell
1,078,269
-30,453
-3% -$6.55M 4.12% 14
2024
Q2
$218M Buy
1,108,722
+70,159
+7% +$13.8M 4.1% 15
2024
Q1
$213M Buy
1,038,563
+18,030
+2% +$3.69M 4.17% 14
2023
Q4
$210M Buy
1,020,533
+147,293
+17% +$30.3M 4.53% 14
2023
Q3
$156M Sell
873,240
-427
-0% -$76.5K 4.19% 14
2023
Q2
$145M Buy
873,667
+2,180
+0.3% +$361K 3.73% 14
2023
Q1
$128M Buy
871,487
+35,847
+4% +$5.25M 3.59% 14
2022
Q4
$112M Buy
835,640
+46,258
+6% +$6.2M 3.48% 15
2022
Q3
$114M Sell
789,382
-180,234
-19% -$26M 3.86% 12
2022
Q2
$138M Buy
969,616
+132,114
+16% +$18.8M 3.81% 11
2022
Q1
$130M Buy
837,502
+154,931
+23% +$24.1M 3.69% 12
2021
Q4
$125M Buy
682,571
+10,720
+2% +$1.96M 3.76% 13
2021
Q3
$112M Buy
671,851
+18,574
+3% +$3.1M 3.79% 13
2021
Q2
$106M Buy
653,277
+37,190
+6% +$6.01M 3.83% 13
2021
Q1
$94.4M Buy
+616,087
New +$94.4M 3.8% 14