Annapolis Financial Services’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,200
| Closed | -$85.3K | – | 374 |
|
|
2023
Q4 | $85.3K | Sell |
1,200
-36
| -3% | -$2.56K | 0.02% | 162 |
|
|
2023
Q3 | $86.3K | Hold |
1,236
| – | – | 0.02% | 153 |
|
|
2023
Q2 | $85.1K | Buy |
1,236
+36
| +3% | +$2.48K | 0.02% | 155 |
|
|
2023
Q1 | $68.9K | Hold |
1,200
| – | – | 0.02% | 155 |
|
|
2022
Q4 | $68.4K | Hold |
1,200
| – | – | 0.02% | 157 |
|
|
2022
Q3 | $73K | Hold |
1,200
| – | – | 0.03% | 153 |
|
|
2022
Q2 | $70K | Hold |
1,200
| – | – | 0.03% | 157 |
|
|
2022
Q1 | $87K | Sell |
1,200
-280
| -19% | -$20.3K | 0.03% | 157 |
|
|
2021
Q4 | $104K | Buy |
+1,480
| New | +$104K | 0.03% | 143 |
|