Tilia Fiduciary 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 | $2.83M | Sell |
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|
2025
Q2 | $2.93M | Buy |
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|
2025
Q1 | $2.89M | Buy |
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|
2024
Q4 | $2.69M | Buy |
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|
2024
Q3 | $2.52M | Buy |
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|
2024
Q2 | $2.17M | Buy |
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|
2024
Q1 | $2.12M | Buy |
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|
2023
Q4 | $1.98M | Buy |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | $1.4M | Buy |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $1.23M | Buy |
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