Tilia Fiduciary 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 | $2.93M | Buy |
12,076
+148
| +1% | +$36K | 1.79% | 14 |
|
|
2025
Q1 | $2.89M | Buy |
11,928
+26
| +0.2% | +$6.3K | 1.93% | 10 |
|
|
2024
Q4 | $2.69M | Buy |
11,902
+186
| +2% | +$42.1K | 1.84% | 15 |
|
|
2024
Q3 | $2.52M | Buy |
11,716
+692
| +6% | +$149K | 1.75% | 17 |
|
|
2024
Q2 | $2.17M | Buy |
11,024
+695
| +7% | +$137K | 1.7% | 23 |
|
|
2024
Q1 | $2.12M | Buy |
10,329
+708
| +7% | +$145K | 1.72% | 25 |
|
|
2023
Q4 | $1.98M | Buy |
9,621
+672
| +8% | +$138K | 1.84% | 13 |
|
|
2023
Q3 | $1.6M | Buy |
8,949
+473
| +6% | +$84.7K | 1.67% | 17 |
|
|
2023
Q2 | $1.4M | Buy |
8,476
+769
| +10% | +$127K | 1.25% | 24 |
|
|
2023
Q1 | $1.13M | Buy |
7,707
+251
| +3% | +$36.8K | 1.08% | 31 |
|
|
2022
Q4 | $1M | Buy |
7,456
+230
| +3% | +$30.9K | 0.96% | 34 |
|
|
2022
Q3 | $1.03M | Buy |
7,226
+148
| +2% | +$21.1K | 1.04% | 28 |
|
|
2022
Q2 | $1.03M | Buy |
7,078
+284
| +4% | +$41.5K | 0.99% | 31 |
|
|
2022
Q1 | $1.06M | Buy |
6,794
+76
| +1% | +$11.8K | 0.9% | 40 |
|
|
2021
Q4 | $1.23M | Buy |
+6,718
| New | +$1.23M | 0.99% | 34 |
|