Arax Advisory Partners’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 | $59.1K | Buy |
507
+3
| +0.6% | +$350 | ﹤0.01% | 1154 |
|
|
2025
Q1 | $62.7K | Sell |
504
-1,427
| -74% | -$177K | ﹤0.01% | 872 |
|
|
2024
Q4 | $197K | Buy |
1,931
+396
| +26% | +$40.4K | 0.01% | 489 |
|
|
2024
Q3 | $159K | Buy |
1,535
+5
| +0.3% | +$518 | 0.01% | 393 |
|
|
2024
Q2 | $137K | Buy |
1,530
+1,510
| +7,550% | +$135K | 0.01% | 407 |
|
|
2024
Q1 | $1.75K | Buy |
20
+18
| +900% | +$1.58K | ﹤0.01% | 1056 |
|
|
2023
Q4 | $143 | Hold |
2
| – | – | ﹤0.01% | 1297 |
|
|
2023
Q3 | $140 | Hold |
2
| – | – | ﹤0.01% | 1291 |
|
|
2023
Q2 | $138 | Hold |
2
| – | – | ﹤0.01% | 1245 |
|
|
2023
Q1 | $115 | Hold |
2
| – | – | ﹤0.01% | 1249 |
|
|
2022
Q4 | $114 | Buy |
+2
| New | +$114 | ﹤0.01% | 1250 |
|
|
2018
Q4 | $207K | Buy |
7,506
+21
| +0.3% | +$579 | 0.08% | 118 |
|
|
2018
Q3 | $221K | Buy |
+7,485
| New | +$221K | 0.09% | 114 |
|