Wellington Management Group’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 | $1.81M | Buy |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $776K | Sell |
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|
2024
Q2 | $733K | Buy |
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|
2024
Q1 | $707K | Buy |
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|
2023
Q4 | $470K | Buy |
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|
2023
Q3 | $352K | Buy |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $991K | Buy |
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|
2022
Q4 | $292K | Sell |
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|
2022
Q3 | $544K | Buy |
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|
2022
Q2 | $445K | Sell |
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|
2022
Q1 | $551K | Buy |
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|
2021
Q4 | $609K | Buy |
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|
2021
Q3 | $542K | Sell |
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|
2021
Q2 | $768K | Sell |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $774K | Buy |
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|
2020
Q3 | $286K | Sell |
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|
2020
Q2 | $275K | Sell |
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|
2020
Q1 | $239K | Buy |
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|
2019
Q4 | $263K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.56M | Sell |
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|
2018
Q3 | $6.19M | Buy |
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|
2018
Q2 | $2.04M | Sell |
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|
2018
Q1 | $2.12M | Buy |
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|
2017
Q4 | $1.04M | Buy |
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|
2016
Q2 | – | Sell |
|
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|
2016
Q1 | $1.14M | Sell |
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|
2015
Q4 | $1.71M | Sell |
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|
2015
Q3 | $4.42M | Buy |
|