Roundview Capital’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Buy |
11,667
+119
| +1% | +$28.9K | 0.19% | 120 |
|
|
2025
Q1 | $2.8M | Buy |
11,548
+410
| +4% | +$99.4K | 0.2% | 112 |
|
|
2024
Q4 | $2.52M | Buy |
11,138
+401
| +4% | +$90.7K | 0.18% | 127 |
|
|
2024
Q3 | $2.31M | Buy |
10,737
+220
| +2% | +$47.3K | 0.17% | 134 |
|
|
2024
Q2 | $2.07M | Buy |
10,517
+35
| +0.3% | +$6.9K | 0.16% | 131 |
|
|
2024
Q1 | $2.15M | Buy |
10,482
+367
| +4% | +$75.2K | 0.18% | 123 |
|
|
2023
Q4 | $2.08M | Sell |
10,115
-465
| -4% | -$95.7K | 0.19% | 115 |
|
|
2023
Q3 | $1.89M | Buy |
10,580
+174
| +2% | +$31.2K | 0.19% | 121 |
|
|
2023
Q2 | $1.72M | Sell |
10,406
-50
| -0.5% | -$8.28K | 0.17% | 132 |
|
|
2023
Q1 | $1.53M | Buy |
10,456
+151
| +1% | +$22.1K | 0.16% | 141 |
|
|
2022
Q4 | $1.38M | Buy |
10,305
+558
| +6% | +$74.8K | 0.16% | 146 |
|
|
2022
Q3 | $1.41M | Buy |
9,747
+383
| +4% | +$55.3K | 0.18% | 131 |
|
|
2022
Q2 | $1.34M | Buy |
9,364
+506
| +6% | +$72.1K | 0.16% | 139 |
|
|
2022
Q1 | $1.38M | Buy |
8,858
+517
| +6% | +$80.5K | 0.14% | 150 |
|
|
2021
Q4 | $1.53M | Buy |
8,341
+706
| +9% | +$129K | 0.15% | 149 |
|
|
2021
Q3 | $1.27M | Buy |
7,635
+803
| +12% | +$134K | 0.14% | 155 |
|
|
2021
Q2 | $1.1M | Buy |
6,832
+1,566
| +30% | +$253K | 0.12% | 173 |
|
|
2021
Q1 | $806K | Buy |
5,266
+38
| +0.7% | +$5.82K | 0.1% | 190 |
|
|
2020
Q4 | $801K | Buy |
5,228
+89
| +2% | +$13.6K | 0.11% | 174 |
|
|
2020
Q3 | $678K | Buy |
5,139
+130
| +3% | +$17.2K | 0.11% | 171 |
|
|
2020
Q2 | $632K | Buy |
5,009
+984
| +24% | +$124K | 0.11% | 177 |
|
|
2020
Q1 | $382K | Buy |
+4,025
| New | +$382K | 0.08% | 182 |
|