AssetMark Inc’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.1K | Buy |
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|
2025
Q1 | $26.7K | Buy |
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|
2024
Q4 | $18.4K | Buy |
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|
2024
Q3 | $10.2K | Buy |
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|
2024
Q2 | $805 | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.21K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $62K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $18K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $0 | Buy |
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|
2015
Q3 | $0 | Buy |
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