Allworth Financial’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 | $610K | Buy |
5,499
+4,539
| +473% | +$503K | ﹤0.01% | 777 |
|
|
2025
Q1 | $113K | Buy |
960
+257
| +37% | +$30.3K | ﹤0.01% | 1165 |
|
|
2024
Q4 | $73.9K | Buy |
703
+46
| +7% | +$4.84K | ﹤0.01% | 1390 |
|
|
2024
Q3 | $68.1K | Buy |
657
+24
| +4% | +$2.49K | ﹤0.01% | 1263 |
|
|
2024
Q2 | $58.5K | Buy |
633
+6
| +1% | +$555 | ﹤0.01% | 1309 |
|
|
2024
Q1 | $54.9K | Buy |
627
+45
| +8% | +$3.94K | ﹤0.01% | 1268 |
|
|
2023
Q4 | $41.4K | Sell |
582
-72
| -11% | -$5.12K | ﹤0.01% | 1267 |
|
|
2023
Q3 | $45.7K | Sell |
654
-140
| -18% | -$9.78K | ﹤0.01% | 1154 |
|
|
2023
Q2 | $54.7K | Buy |
794
+268
| +51% | +$18.4K | ﹤0.01% | 1099 |
|
|
2023
Q1 | $30.2K | Buy |
526
+21
| +4% | +$1.21K | ﹤0.01% | 1265 |
|
|
2022
Q4 | $28.8K | Sell |
505
-77
| -13% | -$4.39K | ﹤0.01% | 1213 |
|
|
2022
Q3 | $35K | Buy |
582
+65
| +13% | +$3.91K | ﹤0.01% | 1081 |
|
|
2022
Q2 | $30K | Buy |
517
+497
| +2,485% | +$28.8K | ﹤0.01% | 1083 |
|
|
2022
Q1 | $1K | Buy |
20
+14
| +233% | +$700 | ﹤0.01% | 1886 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1932 |
|