Atria Wealth Solutions’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 | $248K | Buy |
+2,239
| New | +$248K | 0.01% | 1254 |
|
|
2024
Q3 | – | Sell |
-2,520
| Closed | -$225K | – | 1913 |
|
|
2024
Q2 | $225K | Sell |
2,520
-878
| -26% | -$78.5K | ﹤0.01% | 1663 |
|
|
2024
Q1 | $297K | Sell |
3,398
-122
| -3% | -$10.7K | ﹤0.01% | 1554 |
|
|
2023
Q4 | $250K | Buy |
+3,520
| New | +$250K | ﹤0.01% | 1619 |
|