Meyer Handelman Company’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Sell |
2,955
-150
| -5% | -$36.5K | 0.02% | 167 |
|
|
2025
Q1 | $753K | Sell |
3,105
-125
| -4% | -$30.3K | 0.03% | 165 |
|
|
2024
Q4 | $730K | Sell |
3,230
-40
| -1% | -$9.04K | 0.03% | 168 |
|
|
2024
Q3 | $703K | Sell |
3,270
-700
| -18% | -$151K | 0.02% | 168 |
|
|
2024
Q2 | $782K | Sell |
3,970
-3,640
| -48% | -$717K | 0.03% | 165 |
|
|
2024
Q1 | $1.56M | Sell |
7,610
-990
| -12% | -$203K | 0.05% | 142 |
|
|
2023
Q4 | $1.77M | Hold |
8,600
| – | – | 0.07% | 133 |
|
|
2023
Q3 | $1.54M | Hold |
8,600
| – | – | 0.06% | 136 |
|
|
2023
Q2 | $1.42M | Buy |
8,600
+975
| +13% | +$161K | 0.06% | 137 |
|
|
2023
Q1 | $1.12M | Sell |
7,625
-375
| -5% | -$55K | 0.05% | 140 |
|
|
2022
Q4 | $1.07M | Buy |
8,000
+375
| +5% | +$50.3K | 0.04% | 141 |
|
|
2022
Q3 | $1.1M | Hold |
7,625
| – | – | 0.05% | 138 |
|
|
2022
Q2 | $1.09M | Buy |
7,625
+2,550
| +50% | +$364K | 0.05% | 143 |
|
|
2022
Q1 | $790K | Buy |
+5,075
| New | +$790K | 0.03% | 151 |
|
|
2017
Q2 | – | Sell |
-7,250
| Closed | -$493K | – | 190 |
|
|
2017
Q1 | $493K | Buy |
7,250
+3,625
| +100% | +$247K | 0.02% | 154 |
|
|
2016
Q4 | $240K | Hold |
3,625
| – | – | 0.01% | 182 |
|
|
2016
Q3 | $246K | Hold |
3,625
| – | – | 0.01% | 179 |
|
|
2016
Q2 | $236K | Hold |
3,625
| – | – | 0.01% | 182 |
|
|
2016
Q1 | $215K | Buy |
+3,625
| New | +$215K | 0.01% | 196 |
|
|
2015
Q4 | – | Sell |
-3,625
| Closed | -$201K | – | 203 |
|
|
2015
Q3 | $201K | Buy |
+3,625
| New | +$201K | 0.01% | 200 |
|