NewEdge Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.44M | Sell |
15,012
-11,629
| -44% | -$2.21M | 0.01% | 1001 |
|
|
2025
Q4 | $5.95M | Sell |
26,641
-287
| -1% | -$65.5K | 0.02% | 593 |
|
|
2025
Q3 | $6.41M | Buy |
26,928
+3,907
| +17% | +$973K | 0.03% | 536 |
|
|
2025
Q2 | $5.59M | Buy |
23,021
+3,185
| +16% | +$757K | 0.03% | 532 |
|
|
2025
Q1 | $4.81M | Buy |
19,836
+937
| +5% | +$221K | 0.03% | 518 |
|
|
2024
Q4 | $4.27M | Buy |
18,899
+956
| +5% | +$214K | 0.03% | 552 |
|
|
2024
Q3 | $3.86M | Buy |
17,943
+1,066
| +6% | +$223K | 0.03% | 563 |
|
|
2024
Q2 | $3.32M | Sell |
16,877
-2,382
| -12% | -$472K | 0.02% | 567 |
|
|
2024
Q1 | $3.95M | Sell |
19,259
-902
| -4% | -$182K | 0.03% | 467 |
|
|
2023
Q4 | $4.16M | Buy |
20,161
+2,471
| +14% | +$456K | 0.04% | 412 |
|
|
2023
Q3 | $3.17M | Buy |
17,690
+7,203
| +69% | +$1.28M | 0.03% | 446 |
|
|
2023
Q2 | $1.74M | Sell |
10,487
-609
| -5% | -$92.2K | 0.02% | 639 |
|
|
2023
Q1 | $1.63M | Buy |
11,096
+5,172
| +87% | +$740K | 0.02% | 596 |
|
|
2022
Q4 | $63.1K | Buy |
5,924
+1,496
| +34% | +$213K | ﹤0.01% | 1624 |
|
|
2022
Q3 | $639K | Sell |
4,428
-1,145
| -21% | -$186K | 0.01% | 844 |
|
|
2022
Q2 | $794K | Buy |
+5,573
| New | +$809K | 0.01% | 780 |
|
|
2022
Q1 | – | Sell |
-5,307
| Closed | -$970K | – | 1211 |
|
|
2021
Q4 | $970K | Buy |
5,307
+1,686
| +47% | +$296K | 0.01% | 749 |
|
|
2021
Q3 | $603K | Sell |
3,621
-337
| -9% | -$57.4K | 0.01% | 696 |
|
|
2021
Q2 | $639K | Sell |
3,958
-10
| -0.3% | -$1.6K | 0.02% | 666 |
|
|
2021
Q1 | $607K | Sell |
3,968
-485
| -11% | -$71.6K | 0.02% | 613 |
|
|
2020
Q4 | $682K | Sell |
4,453
-245
| -5% | -$35.5K | 0.02% | 519 |
|
|
2020
Q3 | $620K | Buy |
4,698
+1,767
| +60% | +$236K | 0.02% | 508 |
|
|
2020
Q2 | $370K | Sell |
2,931
-499
| -15% | -$57.8K | 0.01% | 619 |
|
|
2020
Q1 | $325K | Buy |
3,430
+448
| +15% | +$51.1K | 0.02% | 578 |
|
|
2019
Q4 | $368K | Sell |
2,982
-109
| -4% | -$13.3K | 0.01% | 607 |
|
|
2019
Q3 | $383K | Buy |
3,091
+1,111
| +56% | +$143K | 0.02% | 576 |
|
|
2019
Q2 | $253K | Sell |
1,980
-11
| -0.6% | -$1.32K | 0.02% | 561 |
|
|
2019
Q1 | $206K | Sell |
1,991
-92
| -4% | -$9.23K | 0.01% | 618 |
|
|
2018
Q4 | $201 | Sell |
2,083
-1,897
| -48% | -$205K | 0.01% | 587 |
|
|
2018
Q3 | $525K | Sell |
3,980
-243
| -6% | -$30.8K | 0.04% | 345 |
|
|
2018
Q2 | $489 | Sell |
4,223
-1,537
| -27% | -$173K | 0.04% | 313 |
|
|
2018
Q1 | $619K | Sell |
5,760
-216
| -4% | -$21.4K | 0.07% | 242 |
|
|
2017
Q4 | $557K | Sell |
5,976
-77
| -1% | -$6.72K | 0.08% | 223 |
|
|
2017
Q3 | $497K | Sell |
6,053
-70
| -1% | -$5.39K | 0.08% | 212 |
|
|
2017
Q2 | $458K | Buy |
6,123
+2,824
| +86% | +$204K | 0.08% | 198 |
|
|
2017
Q1 | $220K | Buy |
3,299
+3
| +0.1% | +$203 | 0.05% | 245 |
|
|
2016
Q4 | $220K | Buy |
3,296
+77
| +2% | +$5.01K | 0.06% | 226 |
|
|
2016
Q3 | $218K | Buy |
+3,219
| New | +$220K | 0.07% | 194 |
|
Other funds holding BR
VCM
VPM
