&Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
12,623
+5,802
| +85% | +$1.41M | 0.02% | 505 |
|
|
2025
Q1 | $1.62M | Sell |
6,821
-223
| -3% | -$53K | 0.02% | 625 |
|
|
2024
Q4 | $1.61M | Buy |
7,044
+972
| +16% | +$222K | 0.02% | 580 |
|
|
2024
Q3 | $1.31M | Buy |
6,072
+2,417
| +66% | +$520K | 0.03% | 470 |
|
|
2024
Q2 | $720K | Buy |
3,655
+1,612
| +79% | +$318K | 0.03% | 434 |
|
|
2024
Q1 | $425K | Buy |
+2,043
| New | +$425K | 0.06% | 301 |
|