Adams Chetwood Wealth Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,500
| Closed | -$389K | – | 77 |
|
|
2021
Q1 | $389K | Hold |
8,500
| – | – | 0.3% | 60 |
|
|
2020
Q4 | $403K | Buy |
8,500
+500
| +6% | +$23.7K | 0.33% | 55 |
|
|
2020
Q3 | $362K | Hold |
8,000
| – | – | 0.35% | 55 |
|
|
2020
Q2 | $326K | Hold |
8,000
| – | – | 0.33% | 57 |
|
|
2020
Q1 | $301K | Hold |
8,000
| – | – | 0.35% | 55 |
|
|
2019
Q4 | $316K | Buy |
+8,000
| New | +$316K | 0.32% | 53 |
|