UMB Bank’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
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|
2025
Q1 | $225K | Sell |
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|
2024
Q4 | $248K | Buy |
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|
2024
Q3 | $224K | Buy |
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|
2024
Q2 | $188K | Buy |
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|
2024
Q1 | $170K | Sell |
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|
2023
Q4 | $187K | Sell |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $791K | Sell |
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|
2023
Q1 | $706K | Sell |
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|
2022
Q4 | $649K | Sell |
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|
2022
Q3 | $699K | Buy |
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|
2022
Q2 | $691K | Hold |
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|
2022
Q1 | $755K | Sell |
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|
2021
Q4 | $886K | Buy |
|