Northwestern Mutual Wealth 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 | $6.51M | Buy |
26,777
+996
| +4% | +$242K | ﹤0.01% | 615 |
|
|
2025
Q1 | $6.25M | Buy |
25,781
+21,152
| +457% | +$5.13M | 0.01% | 595 |
|
|
2024
Q4 | $1.05M | Sell |
4,629
-2,616
| -36% | -$591K | ﹤0.01% | 1059 |
|
|
2024
Q3 | $1.56M | Buy |
7,245
+11
| +0.2% | +$2.37K | ﹤0.01% | 917 |
|
|
2024
Q2 | $1.43M | Buy |
7,234
+849
| +13% | +$167K | ﹤0.01% | 915 |
|
|
2024
Q1 | $1.31M | Sell |
6,385
-1,760
| -22% | -$361K | ﹤0.01% | 925 |
|
|
2023
Q4 | $1.68M | Buy |
8,145
+432
| +6% | +$88.9K | ﹤0.01% | 826 |
|
|
2023
Q3 | $1.38M | Buy |
7,713
+128
| +2% | +$22.9K | ﹤0.01% | 833 |
|
|
2023
Q2 | $1.26M | Buy |
7,585
+375
| +5% | +$62.1K | ﹤0.01% | 867 |
|
|
2023
Q1 | $1.06M | Buy |
7,210
+141
| +2% | +$20.7K | ﹤0.01% | 878 |
|
|
2022
Q4 | $948K | Buy |
7,069
+339
| +5% | +$45.5K | ﹤0.01% | 893 |
|
|
2022
Q3 | $971K | Buy |
6,730
+300
| +5% | +$43.3K | ﹤0.01% | 830 |
|
|
2022
Q2 | $917K | Sell |
6,430
-208
| -3% | -$29.7K | ﹤0.01% | 842 |
|
|
2022
Q1 | $1.03M | Sell |
6,638
-1,397
| -17% | -$218K | ﹤0.01% | 839 |
|
|
2021
Q4 | $1.47M | Sell |
8,035
-188
| -2% | -$34.4K | ﹤0.01% | 694 |
|
|
2021
Q3 | $1.37M | Buy |
8,223
+160
| +2% | +$26.7K | ﹤0.01% | 666 |
|
|
2021
Q2 | $1.3M | Buy |
8,063
+418
| +5% | +$67.5K | ﹤0.01% | 675 |
|
|
2021
Q1 | $1.17M | Buy |
7,645
+1,581
| +26% | +$242K | ﹤0.01% | 646 |
|
|
2020
Q4 | $930K | Buy |
6,064
+2,793
| +85% | +$428K | ﹤0.01% | 663 |
|
|
2020
Q3 | $432K | Sell |
3,271
-401
| -11% | -$53K | ﹤0.01% | 787 |
|
|
2020
Q2 | $464K | Buy |
3,672
+643
| +21% | +$81.3K | ﹤0.01% | 725 |
|
|
2020
Q1 | $288K | Buy |
3,029
+341
| +13% | +$32.4K | ﹤0.01% | 780 |
|
|
2019
Q4 | $332K | Sell |
2,688
-287
| -10% | -$35.4K | ﹤0.01% | 782 |
|
|
2019
Q3 | $370K | Buy |
2,975
+1,381
| +87% | +$172K | ﹤0.01% | 708 |
|
|
2019
Q2 | $204K | Buy |
1,594
+44
| +3% | +$5.63K | ﹤0.01% | 879 |
|
|
2019
Q1 | $161K | Buy |
1,550
+1,054
| +213% | +$109K | ﹤0.01% | 922 |
|
|
2018
Q4 | $48K | Sell |
496
-210
| -30% | -$20.3K | ﹤0.01% | 1265 |
|
|
2018
Q3 | $93K | Buy |
706
+302
| +75% | +$39.8K | ﹤0.01% | 1064 |
|
|
2018
Q2 | $47K | Sell |
404
-10
| -2% | -$1.16K | ﹤0.01% | 1268 |
|
|
2018
Q1 | $45K | Sell |
414
-53
| -11% | -$5.76K | ﹤0.01% | 1240 |
|
|
2017
Q4 | $42K | Buy |
467
+4
| +0.9% | +$360 | ﹤0.01% | 1214 |
|
|
2017
Q3 | $37K | Sell |
463
-103
| -18% | -$8.23K | ﹤0.01% | 1221 |
|
|
2017
Q2 | $43K | Buy |
566
+101
| +22% | +$7.67K | ﹤0.01% | 1136 |
|
|
2017
Q1 | $32K | Sell |
465
-1,086
| -70% | -$74.7K | ﹤0.01% | 1164 |
|
|
2016
Q4 | $103K | Buy |
+1,551
| New | +$103K | ﹤0.01% | 815 |
|
|
2016
Q3 | – | Sell |
-1,574
| Closed | -$103K | – | 347 |
|
|
2016
Q2 | $103K | Buy |
1,574
+176
| +13% | +$11.5K | ﹤0.01% | 717 |
|
|
2016
Q1 | $83K | Buy |
+1,398
| New | +$83K | ﹤0.01% | 753 |
|
|
2015
Q4 | – | Sell |
-249
| Closed | -$14K | – | 1595 |
|
|
2015
Q3 | $14K | Buy |
+249
| New | +$14K | ﹤0.01% | 1013 |
|
|
2015
Q1 | – | Sell |
-505
| Closed | -$23K | – | 1569 |
|
|
2014
Q4 | $23K | Buy |
+505
| New | +$23K | ﹤0.01% | 848 |
|
|
2014
Q3 | – | Sell |
-76
| Closed | -$3K | – | 1326 |
|
|
2014
Q2 | $3K | Buy |
76
+3
| +4% | +$118 | ﹤0.01% | 1087 |
|
|
2014
Q1 | $3K | Sell |
73
-249
| -77% | -$10.2K | ﹤0.01% | 1066 |
|
|
2013
Q4 | $13K | Buy |
322
+315
| +4,500% | +$12.7K | ﹤0.01% | 864 |
|
|
2013
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1352 |
|
|
2013
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1243 |
|