Alliance Wealth Advisors (Utah)’s Brown & Brown BRO Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$330K	Sell
2025 Q1	$463K	Sell
2024 Q4	$402K	Sell
2024 Q3	$420K	Buy
2024 Q2	$354K	Buy
2024 Q1	$340K	Sell
2023 Q4	$278K	Buy