AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
14,244
-3,528
| -20% | -$391K | 0.01% | 598 |
|
|
2025
Q1 | $2.21M | Sell |
17,772
-411
| -2% | -$51.1K | 0.02% | 505 |
|
|
2024
Q4 | $1.86M | Sell |
18,183
-1,263
| -6% | -$129K | 0.02% | 548 |
|
|
2024
Q3 | $2.01M | Sell |
19,446
-2,826
| -13% | -$293K | 0.02% | 528 |
|
|
2024
Q2 | $1.99M | Buy |
22,272
+18,966
| +574% | +$1.7M | 0.02% | 519 |
|
|
2024
Q1 | $289K | Sell |
3,306
-59,018
| -95% | -$5.17M | ﹤0.01% | 976 |
|
|
2023
Q4 | $4.79M | Sell |
62,324
-4,915
| -7% | -$378K | 0.02% | 603 |
|
|
2023
Q3 | $4.7M | Sell |
67,239
-24
| -0% | -$1.68K | 0.03% | 563 |
|
|
2023
Q2 | $4.63M | Buy |
67,263
+1,414
| +2% | +$97.3K | 0.03% | 561 |
|
|
2023
Q1 | $3.78M | Buy |
65,849
+2,410
| +4% | +$138K | 0.02% | 580 |
|
|
2022
Q4 | $3.61M | Buy |
63,439
+2,874
| +5% | +$164K | 0.03% | 558 |
|
|
2022
Q3 | $3.66M | Sell |
60,565
-262
| -0.4% | -$15.8K | 0.03% | 502 |
|
|
2022
Q2 | $3.55M | Buy |
60,827
+194
| +0.3% | +$11.3K | 0.03% | 484 |
|
|
2022
Q1 | $4.38M | Buy |
60,633
+28
| +0% | +$2.02K | 0.03% | 478 |
|
|
2021
Q4 | $4.26M | Buy |
60,605
+442
| +0.7% | +$31.1K | 0.03% | 453 |
|
|
2021
Q3 | $3.34M | Buy |
60,163
+359
| +0.6% | +$19.9K | 0.03% | 484 |
|
|
2021
Q2 | $3.18M | Sell |
59,804
-1,123
| -2% | -$59.7K | 0.03% | 489 |
|
|
2021
Q1 | $2.79M | Buy |
60,927
+579
| +1% | +$26.5K | 0.03% | 475 |
|
|
2020
Q4 | $2.86M | Buy |
60,348
+1,674
| +3% | +$79.4K | 0.03% | 390 |
|
|
2020
Q3 | $2.66M | Buy |
58,674
+877
| +2% | +$39.7K | 0.04% | 357 |
|
|
2020
Q2 | $2.36M | Sell |
57,797
-285
| -0.5% | -$11.6K | 0.04% | 362 |
|
|
2020
Q1 | $2.1M | Sell |
58,082
-2,446
| -4% | -$88.6K | 0.05% | 296 |
|
|
2019
Q4 | $2.39M | Sell |
60,528
-913
| -1% | -$36.1K | 0.05% | 305 |
|
|
2019
Q3 | $2.22M | Buy |
61,441
+4,739
| +8% | +$171K | 0.06% | 255 |
|
|
2019
Q2 | $1.9M | Hold |
56,702
| – | – | 0.06% | 256 |
|
|
2019
Q1 | $1.67M | Buy |
+56,702
| New | +$1.67M | 0.12% | 152 |
|