Abound Wealth Management’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.66K Hold
2025
Q2
$4.32K Hold
2025
Q1
$4.85K Hold
2024
Q4
$3.98K Buy
2024
Q3
$726 Hold
2024
Q2
$626 Hold
2024
Q1
$613 Hold
2023
Q4
$498 Hold
2023
Q3
$489 Hold
2023
Q2
$482 Buy