ALPS Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,423
| Closed | -$349K | – | 1015 |
|
|
2024
Q4 | $349K | Hold |
3,423
| – | – | ﹤0.01% | 794 |
|
|
2024
Q3 | $355K | Sell |
3,423
-648
| -16% | -$67.1K | ﹤0.01% | 849 |
|
|
2024
Q2 | $364K | Sell |
4,071
-24
| -0.6% | -$2.15K | ﹤0.01% | 703 |
|
|
2024
Q1 | $358K | Sell |
4,095
-257
| -6% | -$22.5K | ﹤0.01% | 777 |
|
|
2023
Q4 | $309K | Sell |
4,352
-248
| -5% | -$17.6K | ﹤0.01% | 840 |
|
|
2023
Q3 | $321K | Buy |
+4,600
| New | +$321K | ﹤0.01% | 824 |
|