MAP
Moody Aldrich Partners’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
1,171
-25
| -2% | -$6.08K | 0.06% | 148 |
|
|
2025
Q1 | $290K | Sell |
1,196
-456
| -28% | -$111K | 0.06% | 143 |
|
|
2024
Q4 | $374K | Sell |
1,652
-410
| -20% | -$92.7K | 0.07% | 143 |
|
|
2024
Q3 | $443K | Sell |
2,062
-1
| -0% | -$215 | 0.08% | 134 |
|
|
2024
Q2 | $406K | Sell |
2,063
-1
| -0% | -$197 | 0.08% | 138 |
|
|
2024
Q1 | $423K | Sell |
2,064
-12
| -0.6% | -$2.46K | 0.07% | 155 |
|
|
2023
Q4 | $427K | Buy |
2,076
+5
| +0.2% | +$1.03K | 0.08% | 142 |
|
|
2023
Q3 | $372K | Buy |
2,071
+358
| +21% | +$64.2K | 0.07% | 150 |
|
|
2023
Q2 | $284K | Sell |
1,713
-88
| -5% | -$14.6K | 0.06% | 138 |
|
|
2023
Q1 | $264K | Sell |
1,801
-2
| -0.1% | -$293 | 0.05% | 145 |
|
|
2022
Q4 | $242K | Sell |
1,803
-19
| -1% | -$2.55K | 0.05% | 147 |
|
|
2022
Q3 | $263K | Sell |
1,822
-4
| -0.2% | -$577 | 0.05% | 143 |
|
|
2022
Q2 | $260K | Sell |
1,826
-20
| -1% | -$2.85K | 0.05% | 132 |
|
|
2022
Q1 | $287K | Buy |
1,846
+453
| +33% | +$70.4K | 0.04% | 137 |
|
|
2021
Q4 | $255K | Sell |
1,393
-19
| -1% | -$3.48K | 0.04% | 144 |
|
|
2021
Q3 | $235K | Sell |
1,412
-1
| -0.1% | -$166 | 0.03% | 161 |
|
|
2021
Q2 | $228K | Sell |
1,413
-20
| -1% | -$3.23K | 0.03% | 164 |
|
|
2021
Q1 | $219K | Buy |
+1,433
| New | +$219K | 0.03% | 173 |
|
|
2020
Q1 | – | Sell |
-1,647
| Closed | -$203K | – | 137 |
|
|
2019
Q4 | $203K | Buy |
+1,647
| New | +$203K | 0.04% | 149 |
|
|
2019
Q3 | – | Sell |
-2,793
| Closed | -$357K | – | 125 |
|
|
2019
Q2 | $357K | Buy |
2,793
+700
| +33% | +$89.5K | 0.09% | 107 |
|
|
2019
Q1 | $217K | Sell |
2,093
-4
| -0.2% | -$415 | 0.06% | 99 |
|
|
2018
Q4 | $202K | Sell |
2,097
-12
| -0.6% | -$1.16K | 0.07% | 91 |
|
|
2018
Q3 | $278K | Sell |
2,109
-135
| -6% | -$17.8K | 0.08% | 92 |
|
|
2018
Q2 | $258K | Sell |
2,244
-5
| -0.2% | -$575 | 0.09% | 90 |
|
|
2018
Q1 | $247K | Hold |
2,249
| – | – | 0.16% | 84 |
|
|
2017
Q4 | $204K | Buy |
+2,249
| New | +$204K | 0.17% | 89 |
|