West Oak Capital’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19K | Hold |
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|
2025
Q2 | $1.22K | Hold |
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|
2025
Q1 | $1.21K | Hold |
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|
2024
Q4 | $1.13M | Hold |
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|
2024
Q3 | $1.07K | Hold |
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|
2024
Q2 | $98.5K | Hold |
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|
2024
Q1 | $102K | Hold |
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|
2023
Q4 | $101K | Hold |
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|
2023
Q3 | $90K | Hold |
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|
2023
Q2 | $82.8K | Hold |
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|
2023
Q1 | $73.3K | Hold |
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|
2022
Q4 | $67K | Hold |
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|
2022
Q3 | $72K | Hold |
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|
2022
Q2 | $71K | Hold |
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|
2022
Q1 | $78K | Hold |
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|
2021
Q4 | $91K | Hold |
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|
2021
Q3 | $83K | Hold |
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|
2021
Q2 | $81K | Hold |
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|
2021
Q1 | $77K | Hold |
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|
2020
Q4 | $77K | Sell |
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|
2020
Q3 | $106K | Hold |
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|
2020
Q2 | $101K | Hold |
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|
2020
Q1 | $76K | Hold |
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|
2019
Q4 | $99K | Hold |
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|
2019
Q3 | $100K | Hold |
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|
2019
Q2 | $102K | Hold |
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|
2019
Q1 | $83K | Hold |
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|
2018
Q4 | $77K | Sell |
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|
2018
Q3 | $119K | Hold |
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|
2018
Q2 | $104K | Hold |
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|
2018
Q1 | $98.7K | Hold |
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|
2017
Q4 | $81.5K | Buy |
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|
2017
Q3 | $64.7K | Hold |
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|
2017
Q2 | $60.4K | Hold |
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|
2017
Q1 | $54.4K | Hold |
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|
2016
Q4 | $53K | Hold |
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|
2016
Q3 | $54.2K | Hold |
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|
2016
Q2 | $52.2K | Hold |
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|
2016
Q1 | $47.4K | Hold |
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|
2015
Q4 | $43K | Hold |
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|
2015
Q3 | $44.3K | Hold |
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|
2015
Q2 | $40K | Hold |
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|
2015
Q1 | $44K | Hold |
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|
2014
Q4 | $36.9K | Hold |
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|
2014
Q3 | $33.3K | Hold |
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|
2014
Q2 | $33.3K | Hold |
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|
2014
Q1 | $29.7K | Hold |
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|
2013
Q4 | $31.6K | Hold |
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|
2013
Q3 | $25.4K | Hold |
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|
2013
Q2 | $21.3K | Buy |
|