SWK
Stephen W. Kidder’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Hold |
2,950
| – | – | 0.22% | 49 |
|
|
2025
Q1 | $715K | Hold |
2,950
| – | – | 0.22% | 48 |
|
|
2024
Q4 | $667K | Hold |
2,950
| – | – | 0.2% | 46 |
|
|
2024
Q3 | $634K | Sell |
2,950
-100
| -3% | -$21.5K | 0.19% | 46 |
|
|
2024
Q2 | $601K | Hold |
3,050
| – | – | 0.19% | 51 |
|
|
2024
Q1 | $625K | Hold |
3,050
| – | – | 0.2% | 50 |
|
|
2023
Q4 | $628K | Hold |
3,050
| – | – | 0.2% | 47 |
|
|
2023
Q3 | $546K | Hold |
3,050
| – | – | 0.19% | 52 |
|
|
2023
Q2 | $505K | Hold |
3,050
| – | – | 0.17% | 56 |
|
|
2023
Q1 | $447K | Hold |
3,050
| – | – | 0.16% | 57 |
|
|
2022
Q4 | $409K | Buy |
+3,050
| New | +$409K | 0.15% | 59 |
|