Wilmington Savings Fund Society’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Sell |
15,652
-180
| -1% | -$43.7K | 0.07% | 210 |
|
|
2025
Q1 | $3.84M | Buy |
15,832
+52
| +0.3% | +$12.6K | 0.07% | 203 |
|
|
2024
Q4 | $3.57M | Sell |
15,780
-635
| -4% | -$144K | 0.06% | 222 |
|
|
2024
Q3 | $3.53M | Buy |
+16,415
| New | +$3.53M | 0.06% | 224 |
|
|
2022
Q1 | – | Sell |
-1,325
| Closed | -$242K | – | 379 |
|
|
2021
Q4 | $242K | Hold |
1,325
| – | – | 0.01% | 354 |
|
|
2021
Q3 | $221K | Hold |
1,325
| – | – | 0.01% | 369 |
|
|
2021
Q2 | $214K | Hold |
1,325
| – | – | 0.01% | 372 |
|
|
2021
Q1 | $203K | Buy |
+1,325
| New | +$203K | 0.01% | 360 |
|