Union Bancaire Privee’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Sell
1,437
-2,432
-63% -$582K 0.01% 340
2025
Q1
$924K Sell
3,869
-6,415
-62% -$1.53M 0.02% 248
2024
Q4
$2.33M Buy
+10,284
New +$2.33M 0.04% 192