Parnassus Investments’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.5M | Sell |
|
|||||
|
2025
Q1 | $106M | Sell |
|
|||||
|
2024
Q4 | $104M | Sell |
|
|||||
|
2024
Q3 | $105M | Sell |
|
|||||
|
2024
Q2 | $100M | Sell |
|
|||||
|
2024
Q1 | $111M | Sell |
|
|||||
|
2023
Q4 | $164M | Sell |
|
|||||
|
2023
Q3 | $188M | Hold |
|
|||||
|
2023
Q2 | $174M | Sell |
|
|||||
|
2023
Q1 | $176M | Hold |
|
|||||
|
2022
Q4 | $161M | Sell |
|
|||||
|
2022
Q3 | $211M | Hold |
|
|||||
|
2022
Q2 | $208M | Buy |
|
|||||
|
2022
Q1 | $206M | Buy |
|
|||||
|
2021
Q4 | $172M | Buy |
|
|||||
|
2021
Q3 | $146M | Hold |
|
|||||
|
2021
Q2 | $142M | Buy |
|
|||||
|
2021
Q1 | $21.6M | Hold |
|
|||||
|
2020
Q4 | $21.6M | Hold |
|
|||||
|
2020
Q3 | $18.6M | Sell |
|
|||||
|
2020
Q2 | $18.2M | Buy |
|