Alliance Wealth Advisors (Utah)’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 | $330K | Sell |
2,975
-749
| -20% | -$83K | 0.08% | 211 |
|
|
2025
Q1 | $463K | Sell |
3,724
-221
| -6% | -$27.5K | 0.12% | 166 |
|
|
2024
Q4 | $402K | Sell |
3,945
-106
| -3% | -$10.8K | 0.1% | 179 |
|
|
2024
Q3 | $420K | Buy |
4,051
+89
| +2% | +$9.22K | 0.11% | 168 |
|
|
2024
Q2 | $354K | Buy |
3,962
+79
| +2% | +$7.06K | 0.1% | 176 |
|
|
2024
Q1 | $340K | Sell |
3,883
-25
| -0.6% | -$2.19K | 0.1% | 184 |
|
|
2023
Q4 | $278K | Buy |
+3,908
| New | +$278K | 0.09% | 202 |
|