Patron Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $221K | Hold |
|
|||||
|
2025
Q2 | $226K | Sell |
|
|||||
|
2025
Q1 | $229K | Sell |
|
|||||
|
2024
Q4 | $229K | Hold |
|
|||||
|
2024
Q3 | $217K | Sell |
|
|||||
|
2024
Q2 | $207K | Sell |
|
|||||
|
2024
Q1 | $215K | Sell |
|
|||||
|
2023
Q4 | $227K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $212K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $220K | Hold |
|
|||||
|
2021
Q3 | $200K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $251K | Buy |
|
|||||
|
2020
Q4 | $233K | Buy |
|