West Branch 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 | $12.2K | Hold |
50
| – | – | ﹤0.01% | 248 |
|
|
2025
Q1 | $12.1K | Hold |
50
| – | – | ﹤0.01% | 263 |
|
|
2024
Q4 | $11.3K | Hold |
50
| – | – | ﹤0.01% | 258 |
|
|
2024
Q3 | $10.8K | Sell |
50
-27
| -35% | -$5.81K | ﹤0.01% | 263 |
|
|
2024
Q2 | $15.2K | Hold |
77
| – | – | 0.01% | 242 |
|
|
2024
Q1 | $15.8K | Hold |
77
| – | – | 0.01% | 242 |
|
|
2023
Q4 | $15.8K | Hold |
77
| – | – | 0.01% | 245 |
|
|
2023
Q3 | $13.8K | Hold |
77
| – | – | 0.01% | 252 |
|
|
2023
Q2 | $12.8K | Hold |
77
| – | – | 0.01% | 263 |
|
|
2023
Q1 | $11.3K | Hold |
77
| – | – | 0.01% | 275 |
|
|
2022
Q4 | $10.3K | Hold |
77
| – | – | 0.01% | 279 |
|
|
2022
Q3 | $11K | Hold |
77
| – | – | 0.01% | 269 |
|
|
2022
Q2 | $11K | Hold |
77
| – | – | 0.01% | 266 |
|
|
2022
Q1 | $12K | Hold |
77
| – | – | 0.01% | 276 |
|
|
2021
Q4 | $14K | Hold |
77
| – | – | 0.01% | 292 |
|
|
2021
Q3 | $13K | Hold |
77
| – | – | 0.01% | 282 |
|
|
2021
Q2 | $12K | Buy |
+77
| New | +$12K | 0.01% | 303 |
|