Washington Trust 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 | $379K | Sell |
1,560
-38
| -2% | -$9.24K | 0.03% | 156 |
|
2025
Q1 | $387K | Hold |
1,598
| – | – | 0.04% | 145 |
|
2024
Q4 | $361K | Buy |
1,598
+198
| +14% | +$44.8K | 0.03% | 157 |
|
2024
Q3 | $301K | Buy |
+1,400
| New | +$301K | 0.03% | 171 |
|
2022
Q4 | – | Sell |
-1,754
| Closed | -$253K | – | 226 |
|
2022
Q3 | $253K | Hold |
1,754
| – | – | 0.03% | 186 |
|
2022
Q2 | $251K | Hold |
1,754
| – | – | 0.03% | 188 |
|
2022
Q1 | $273K | Hold |
1,754
| – | – | 0.03% | 187 |
|
2021
Q4 | $321K | Buy |
1,754
+222
| +14% | +$40.6K | 0.03% | 176 |
|
2021
Q3 | $255K | Buy |
+1,532
| New | +$255K | 0.03% | 164 |
|
2019
Q2 | – | Sell |
-100
| Closed | -$10K | – | 236 |
|
2019
Q1 | $10K | Sell |
100
-10
| -9% | -$1K | ﹤0.01% | 498 |
|
2018
Q4 | $11K | Buy |
110
+10
| +10% | +$1K | ﹤0.01% | 481 |
|
2018
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 513 |
|
2018
Q2 | $12K | Hold |
100
| – | – | ﹤0.01% | 511 |
|
2018
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 568 |
|
2017
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 620 |
|
2017
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 598 |
|
2017
Q1 | – | Sell |
-171
| Closed | -$11K | – | 718 |
|
2016
Q4 | $11K | Buy |
171
+145
| +558% | +$9.33K | ﹤0.01% | 553 |
|
2016
Q3 | $2K | Sell |
26
-44
| -63% | -$3.39K | ﹤0.01% | 701 |
|
2016
Q2 | $5K | Buy |
70
+58
| +483% | +$4.14K | ﹤0.01% | 629 |
|
2016
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 737 |
|
2015
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 710 |
|
2015
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 749 |
|
2015
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 776 |
|
2015
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 784 |
|
2014
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 837 |
|
2014
Q3 | $0 | Sell |
12
-100
| -89% | – | ﹤0.01% | 812 |
|
2014
Q2 | $5K | Hold |
112
| – | – | ﹤0.01% | 792 |
|
2014
Q1 | $4K | Buy |
+112
| New | +$4K | ﹤0.01% | 760 |
|