A detailed history of Personal Cfo Solutions, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 941 shares of BR stock, worth $219,158. This represents 0.04% of its overall portfolio holdings.

Number of Shares
941
Previous 1,103 14.69%
Holding current value
$219,158
Previous $237,000 10.55%
% of portfolio
0.04%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

SELL
$209.64 - $236.44 $33,961 - $38,303
-162 Reduced 14.69%
941 $212,000
Q3 2024

Nov 14, 2024

SELL
$196.56 - $218.55 $11,007 - $12,238
-56 Reduced 4.83%
1,103 $237,000
Q2 2024

Aug 09, 2024

SELL
$190.46 - $207.24 $7,427 - $8,082
-39 Reduced 3.26%
1,159 $228,000
Q1 2024

May 13, 2024

SELL
$193.56 - $208.96 $3,677 - $3,970
-19 Reduced 1.56%
1,198 $245,000
Q4 2023

Feb 13, 2024

SELL
$167.38 - $205.83 $4,017 - $4,939
-24 Reduced 1.93%
1,217 $250,000
Q3 2023

Nov 13, 2023

BUY
$163.3 - $189.0 $202,655 - $234,549
1,241 New
1,241 $222,000

Others Institutions Holding BR

About BROADRIDGE FINANCIAL SOLUTIONS, INC.


  • Ticker BR
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 154,460,992
  • Market Cap $36B
  • Description
  • Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; an...
More about BR
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