Apriem 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 | $482K | Hold |
4,343
| – | – | 0.05% | 117 |
|
|
2025
Q1 | $540K | Hold |
4,343
| – | – | 0.06% | 109 |
|
|
2024
Q4 | $443K | Hold |
4,343
| – | – | 0.05% | 111 |
|
|
2024
Q3 | $450K | Hold |
4,343
| – | – | 0.05% | 109 |
|
|
2024
Q2 | $388K | Hold |
4,343
| – | – | 0.05% | 116 |
|
|
2024
Q1 | $380K | Buy |
+4,343
| New | +$380K | 0.05% | 121 |
|