WhitTier Trust Company’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 | $166K | Hold |
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|
2025
Q2 | $172K | Hold |
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|
2025
Q1 | $172K | Sell |
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|
2024
Q4 | $161K | Buy |
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|
2024
Q3 | $134K | Buy |
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|
2024
Q2 | $63.2K | Sell |
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|
2024
Q1 | $96.3K | Hold |
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|
2023
Q4 | $96.7K | Sell |
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|
2023
Q3 | $149K | Hold |
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|
2023
Q2 | $138K | Buy |
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|
2023
Q1 | $112K | Sell |
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|
2022
Q4 | $104K | Buy |
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|
2022
Q3 | $94K | Hold |
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|
2022
Q2 | $93K | Hold |
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|
2022
Q1 | $102K | Hold |
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|
2021
Q4 | $119K | Hold |
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|
2021
Q3 | $109K | Hold |
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|
2021
Q2 | $105K | Buy |
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|
2021
Q1 | $95K | Buy |
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|
2020
Q4 | $74K | Buy |
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|
2020
Q3 | $53K | Buy |
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|
2020
Q2 | $32K | Sell |
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|
2020
Q1 | $29K | Buy |
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|
2019
Q4 | $25K | Buy |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $8K | Sell |
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|
2018
Q4 | $12K | Buy |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $9K | Buy |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $5K | Hold |
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|
2017
Q2 | $4K | Hold |
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|
2017
Q1 | $4K | Hold |
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|
2016
Q4 | $4K | Hold |
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|
2016
Q3 | $4K | Hold |
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|
2016
Q2 | $4K | Hold |
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|
2016
Q1 | $3K | Hold |
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|
2015
Q4 | $3K | Sell |
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|
2015
Q3 | $58K | Hold |
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|
2015
Q2 | $53K | Hold |
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|
2015
Q1 | $58K | Hold |
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|
2014
Q4 | $49K | Hold |
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|
2014
Q3 | $44K | Hold |
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|
2014
Q2 | $44K | Hold |
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|
2014
Q1 | $39K | Hold |
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|
2013
Q4 | $42K | Hold |
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|
2013
Q3 | $34K | Hold |
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|
2013
Q2 | $28K | Buy |
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