Waterloo Capital’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
9,457
+541
| +6% | +$131K | 0.19% | 122 |
|
|
2025
Q1 | $2.16M | Buy |
8,916
+793
| +10% | +$192K | 0.2% | 114 |
|
|
2024
Q4 | $1.84M | Buy |
8,123
+411
| +5% | +$92.9K | 0.19% | 116 |
|
|
2024
Q3 | $1.66M | Buy |
7,712
+257
| +3% | +$55.3K | 0.18% | 127 |
|
|
2024
Q2 | $1.47M | Buy |
7,455
+224
| +3% | +$44.1K | 0.18% | 124 |
|
|
2024
Q1 | $1.48M | Sell |
7,231
-45
| -0.6% | -$9.22K | 0.19% | 114 |
|
|
2023
Q4 | $1.5M | Buy |
7,276
+71
| +1% | +$14.6K | 0.24% | 101 |
|
|
2023
Q3 | $1.29M | Buy |
7,205
+325
| +5% | +$58.2K | 0.38% | 56 |
|
|
2023
Q2 | $1.14M | Buy |
6,880
+8
| +0.1% | +$1.33K | 0.34% | 54 |
|
|
2023
Q1 | $1.01M | Buy |
+6,872
| New | +$1.01M | 0.31% | 58 |
|
|
2020
Q1 | $661K | Buy |
+6,973
| New | +$661K | 0.47% | 47 |
|