Woodley Farra Manion Portfolio Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Buy |
18,870
+165
| +0.9% | +$40.2K | 0.22% | 47 |
|
|
2025
Q1 | $4.55M | Buy |
18,705
+438
| +2% | +$107K | 0.23% | 46 |
|
|
2024
Q4 | $4.15M | Buy |
18,267
+304
| +2% | +$69K | 0.21% | 47 |
|
|
2024
Q3 | $3.88M | Buy |
+17,963
| New | +$3.88M | 0.2% | 50 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 419 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 403 |
|