TwinBeech 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 | – | Sell |
-4,940
| Closed | -$1.2M | – | 664 |
|
2025
Q1 | $1.2M | Buy |
+4,940
| New | +$1.2M | 0.02% | 461 |
|
2024
Q4 | – | Sell |
-16,995
| Closed | -$3.65M | – | 634 |
|
2024
Q3 | $3.65M | Buy |
+16,995
| New | +$3.65M | 0.07% | 309 |
|
2024
Q2 | – | Sell |
-1,106
| Closed | -$227K | – | 548 |
|
2024
Q1 | $227K | Buy |
+1,106
| New | +$227K | ﹤0.01% | 497 |
|
2023
Q1 | – | Sell |
-101,429
| Closed | -$13.6M | – | 629 |
|
2022
Q4 | $13.6M | Buy |
101,429
+87,971
| +654% | +$11.8M | 0.26% | 108 |
|
2022
Q3 | $1.94M | Buy |
+13,458
| New | +$1.94M | 0.05% | 342 |
|
2020
Q2 | – | Sell |
-13,753
| Closed | -$1.3M | – | 366 |
|
2020
Q1 | $1.3M | Buy |
+13,753
| New | +$1.3M | 0.52% | 70 |
|