AssetMark Inc’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 | $69.1K | Buy |
623
+408
| +190% | +$45.2K | ﹤0.01% | 1453 |
|
|
2025
Q1 | $26.7K | Buy |
215
+35
| +19% | +$4.35K | ﹤0.01% | 1624 |
|
|
2024
Q4 | $18.4K | Buy |
180
+82
| +84% | +$8.37K | ﹤0.01% | 1674 |
|
|
2024
Q3 | $10.2K | Buy |
98
+89
| +989% | +$9.22K | ﹤0.01% | 1619 |
|
|
2024
Q2 | $805 | Buy |
+9
| New | +$805 | ﹤0.01% | 1878 |
|
|
2024
Q1 | – | Sell |
-17
| Closed | -$1.21K | – | 1954 |
|
|
2023
Q4 | $1.21K | Buy |
+17
| New | +$1.21K | ﹤0.01% | 1611 |
|
|
2020
Q2 | – | Sell |
-1,701
| Closed | -$62K | – | 1267 |
|
|
2020
Q1 | $62K | Buy |
+1,701
| New | +$62K | ﹤0.01% | 647 |
|
|
2017
Q4 | – | Sell |
-764
| Closed | -$18K | – | 1888 |
|
|
2017
Q3 | $18K | Buy |
+764
| New | +$18K | ﹤0.01% | 939 |
|
|
2016
Q1 | – | Sell |
-24
| Closed | – | – | 1188 |
|
|
2015
Q4 | $0 | Buy |
24
+16
| +200% | – | ﹤0.01% | 1372 |
|
|
2015
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 728 |
|