WPI
Walter Public Investments’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Sell |
86,140
-893
| -1% | -$217K | 3.55% | 12 |
|
|
2025
Q1 | $21.1M | Buy |
87,033
+12,569
| +17% | +$3.05M | 3.94% | 7 |
|
|
2024
Q4 | $16.8M | Buy |
74,464
+427
| +0.6% | +$96.5K | 3.01% | 18 |
|
|
2024
Q3 | $15.9M | Sell |
74,037
-3,805
| -5% | -$818K | 2.78% | 20 |
|
|
2024
Q2 | $15.3M | Sell |
77,842
-112
| -0.1% | -$22.1K | 2.93% | 15 |
|
|
2024
Q1 | $16M | Buy |
77,954
+401
| +0.5% | +$82.1K | 3.12% | 13 |
|
|
2023
Q4 | $16M | Hold |
77,553
| – | – | 3.35% | 13 |
|
|
2023
Q3 | $13.9M | Sell |
77,553
-8,511
| -10% | -$1.52M | 3.29% | 13 |
|
|
2023
Q2 | $14.3M | Buy |
86,064
+1,112
| +1% | +$184K | 3.18% | 15 |
|
|
2023
Q1 | $12.5M | Sell |
84,952
-2,074
| -2% | -$304K | 3.76% | 14 |
|
|
2022
Q4 | $11.7M | Sell |
87,026
-1,218
| -1% | -$163K | 3.88% | 14 |
|
|
2022
Q3 | $12.7M | Buy |
88,244
+5,688
| +7% | +$821K | 4.47% | 9 |
|
|
2022
Q2 | $12.9M | Buy |
82,556
+9,816
| +13% | +$1.53M | 4.64% | 8 |
|
|
2022
Q1 | $10.8M | Buy |
+72,740
| New | +$10.8M | 3.64% | 13 |
|