Mirabaud Asset 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
$1.4M Sell
5,849
-344
-6% -$82.4K 0.65% 33
2025
Q1
$1.47M Sell
6,193
-2,414
-28% -$573K 0.77% 34
2024
Q4
$1.94M Buy
8,607
+629
+8% +$142K 0.9% 30
2024
Q3
$1.69M Buy
7,978
+1,698
+27% +$360K 0.7% 38
2024
Q2
$1.24M Sell
6,280
-344
-5% -$67.8K 0.57% 37
2024
Q1
$1.36M Sell
6,624
-2,574
-28% -$527K 0.55% 35
2023
Q4
$1.89M Buy
+9,198
New +$1.89M 0.81% 32