Zevenbergen Capital Investments’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.6M | Sell |
23,045
-5,765
| -20% | -$1.4M | 0.11% | 65 |
|
|
2025
Q1 | $6.99M | Sell |
28,810
-5,330
| -16% | -$1.29M | 0.17% | 60 |
|
|
2024
Q4 | $7.72M | Buy |
34,140
+130
| +0.4% | +$29.4K | 0.16% | 58 |
|
|
2024
Q3 | $7.31M | Buy |
34,010
+70
| +0.2% | +$15.1K | 0.15% | 57 |
|
|
2024
Q2 | $6.69M | Sell |
33,940
-6,060
| -15% | -$1.19M | 0.14% | 60 |
|
|
2024
Q1 | $8.19M | Sell |
40,000
-3,000
| -7% | -$615K | 0.17% | 59 |
|
|
2023
Q4 | $8.85M | Buy |
43,000
+16,000
| +59% | +$3.29M | 0.2% | 60 |
|
|
2023
Q3 | $4.83M | Buy |
27,000
+7,500
| +38% | +$1.34M | 0.12% | 63 |
|
|
2023
Q2 | $3.23M | Buy |
+19,500
| New | +$3.23M | 0.08% | 64 |
|