WBI Investments’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Buy |
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|
2025
Q1 | $366K | Sell |
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|
2024
Q4 | $1.55M | Sell |
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|
2024
Q3 | $1.82M | Sell |
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|
2024
Q2 | $3.99M | Buy |
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|
2024
Q1 | $2.22M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $6.72M | Buy |
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|
2020
Q4 | $3.42M | Buy |
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|
2020
Q3 | $1.22M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.55M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2.61M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $6.03M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $11.7M | Buy |
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