Union Savings Bank’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Hold |
620
| – | – | 0.07% | 139 |
|
|
2025
Q1 | $150K | Hold |
620
| – | – | 0.07% | 141 |
|
|
2024
Q4 | $140K | Hold |
620
| – | – | 0.07% | 142 |
|
|
2024
Q3 | $133K | Hold |
620
| – | – | 0.07% | 155 |
|
|
2024
Q2 | $122K | Hold |
620
| – | – | 0.06% | 160 |
|
|
2024
Q1 | $127K | Hold |
620
| – | – | 0.07% | 157 |
|
|
2023
Q4 | $128K | Hold |
620
| – | – | 0.07% | 153 |
|
|
2023
Q3 | $111K | Hold |
620
| – | – | 0.07% | 160 |
|
|
2023
Q2 | $104K | Buy |
+620
| New | +$104K | 0.06% | 167 |
|