Osterweis Capital 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 | $48.4K | Buy |
+199
| New | +$48.4K | ﹤0.01% | 214 |
|
|
2020
Q1 | – | Sell |
-126,148
| Closed | -$15.6M | – | 115 |
|
|
2019
Q4 | $15.6M | Sell |
126,148
-4,425
| -3% | -$547K | 1.08% | 41 |
|
|
2019
Q3 | $16.2M | Sell |
130,573
-490
| -0.4% | -$61K | 1.18% | 40 |
|
|
2019
Q2 | $16.7M | Sell |
131,063
-3,487
| -3% | -$445K | 1.18% | 35 |
|
|
2019
Q1 | $14M | Buy |
+134,550
| New | +$14M | 0.87% | 44 |
|