Washington Trust Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Hold |
1,286
| – | – | 0.03% | 165 |
|
|
2025
Q1 | $312K | Sell |
1,286
-200
| -13% | -$48.5K | 0.03% | 160 |
|
|
2024
Q4 | $336K | Hold |
1,486
| – | – | 0.03% | 154 |
|
|
2024
Q3 | $320K | Hold |
1,486
| – | – | 0.03% | 160 |
|
|
2024
Q2 | $293K | Hold |
1,486
| – | – | 0.03% | 162 |
|
|
2024
Q1 | $304K | Hold |
1,486
| – | – | 0.03% | 153 |
|
|
2023
Q4 | $306K | Hold |
1,486
| – | – | 0.03% | 152 |
|
|
2023
Q3 | $266K | Hold |
1,486
| – | – | 0.03% | 156 |
|
|
2023
Q2 | $246K | Hold |
1,486
| – | – | 0.02% | 161 |
|
|
2023
Q1 | $218K | Hold |
1,486
| – | – | 0.02% | 174 |
|
|
2022
Q4 | $199K | Hold |
1,486
| – | – | 0.02% | 185 |
|
|
2022
Q3 | $214K | Hold |
1,486
| – | – | 0.02% | 196 |
|
|
2022
Q2 | $212K | Hold |
1,486
| – | – | 0.02% | 201 |
|
|
2022
Q1 | $231K | Hold |
1,486
| – | – | 0.02% | 219 |
|
|
2021
Q4 | $272K | Buy |
+1,486
| New | +$272K | 0.02% | 217 |
|