Atria Wealth Solutions’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
$248K Buy
2024
Q3
Sell
2024
Q2
$225K Sell
2024
Q1
$297K Sell
2023
Q4
$250K Buy