Mitchell McLeod Pugh & Williams’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 | $404K | Sell |
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|
2025
Q2 | $489K | Sell |
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|
2025
Q1 | $494K | Sell |
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|
2024
Q4 | $466K | Sell |
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|
2024
Q3 | $682K | Sell |
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|
2024
Q2 | $628K | Sell |
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|
2024
Q1 | $657K | Hold |
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|
2023
Q4 | $660K | Hold |
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|
2023
Q3 | $574K | Hold |
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|
2023
Q2 | $531K | Hold |
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|
2023
Q1 | $470K | Sell |
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|
2022
Q4 | $440K | Hold |
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|
2022
Q3 | $473K | Buy |
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|
2022
Q2 | $380K | Hold |
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|
2022
Q1 | $415K | Sell |
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|
2021
Q4 | $491K | Hold |
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|
2021
Q3 | $448K | Hold |
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|
2021
Q2 | $434K | Hold |
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|
2021
Q1 | $411K | Sell |
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|
2020
Q4 | $418K | Sell |
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|
2020
Q3 | $381K | Sell |
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|
2020
Q2 | $407K | Sell |
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|
2020
Q1 | $315K | Buy |
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|
2019
Q4 | $398K | Hold |
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|
2019
Q3 | $401K | Hold |
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|
2019
Q2 | $412K | Hold |
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|
2019
Q1 | $334K | Hold |
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|
2018
Q4 | $310K | Sell |
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|
2018
Q3 | $429K | Hold |
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|
2018
Q2 | $374K | Hold |
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|
2018
Q1 | $356K | Hold |
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|
2017
Q4 | $294K | Hold |
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|
2017
Q3 | $263K | Hold |
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|
2017
Q2 | $246K | Hold |
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|
2017
Q1 | $221K | Hold |
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|
2016
Q4 | $215K | Hold |
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|
2016
Q3 | $220K | Hold |
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|
2016
Q2 | $212K | Buy |
|