Vise Technologies’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $796K | Buy |
+3,276
| New | +$796K | 0.03% | 495 |
|
|
2024
Q4 | $463K | Buy |
+2,050
| New | +$463K | 0.04% | 461 |
|
|
2022
Q3 | – | Sell |
-1,504
| Closed | -$214K | – | 304 |
|
|
2022
Q2 | $214K | Sell |
1,504
-4,979
| -77% | -$708K | 0.08% | 266 |
|
|
2022
Q1 | $1.01M | Sell |
6,483
-6,068
| -48% | -$944K | 0.38% | 71 |
|
|
2021
Q4 | $2.3M | Buy |
+12,551
| New | +$2.3M | 0.62% | 40 |
|