Annis Gardner Whiting Capital 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
Q2 | $88.5K | Sell |
799
-65
| -8% | -$7.2K | 0.03% | 320 |
|
|
2025
Q1 | $107K | Buy |
864
+14
| +2% | +$1.74K | 0.05% | 264 |
|
|
2024
Q4 | $86.7K | Buy |
850
+1
| +0.1% | +$102 | 0.02% | 287 |
|
|
2024
Q3 | $88K | Hold |
849
| – | – | 0.02% | 304 |
|
|
2024
Q2 | $75.9K | Sell |
849
-1
| -0.1% | -$89 | 0.02% | 347 |
|
|
2024
Q1 | $74.4K | Buy |
850
+2
| +0.2% | +$175 | 0.03% | 330 |
|
|
2023
Q4 | $60.3K | Buy |
848
+1
| +0.1% | +$71 | 0.03% | 284 |
|
|
2023
Q3 | $59.2K | Buy |
+847
| New | +$59.2K | 0.03% | 274 |
|