Argonautica Private Wealth Management’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 | $583K | Sell |
5,262
-32
| -0.6% | -$3.55K | 0.18% | 103 |
|
|
2025
Q1 | $659K | Sell |
5,294
-64
| -1% | -$7.96K | 0.23% | 87 |
|
|
2024
Q4 | $547K | Buy |
5,358
+87
| +2% | +$8.88K | 0.18% | 110 |
|
|
2024
Q3 | $546K | Buy |
5,271
+12
| +0.2% | +$1.24K | 0.18% | 106 |
|
|
2024
Q2 | $470K | Buy |
5,259
+209
| +4% | +$18.7K | 0.16% | 117 |
|
|
2024
Q1 | $442K | Sell |
5,050
-683
| -12% | -$59.8K | 0.16% | 123 |
|
|
2023
Q4 | $408K | Sell |
5,733
-572
| -9% | -$40.7K | 0.17% | 117 |
|
|
2023
Q3 | $440K | Buy |
6,305
+651
| +12% | +$45.5K | 0.2% | 98 |
|
|
2023
Q2 | $389K | Buy |
5,654
+119
| +2% | +$8.19K | 0.18% | 105 |
|
|
2023
Q1 | $318K | Sell |
5,535
-1,012
| -15% | -$58.1K | 0.16% | 108 |
|
|
2022
Q4 | $373K | Buy |
+6,547
| New | +$373K | 0.19% | 99 |
|