Atticus 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 | $130K | Buy |
1,176
+6
| +0.5% | +$665 | 0.04% | 217 |
|
|
2025
Q1 | $146K | Hold |
1,170
| – | – | 0.05% | 135 |
|
|
2024
Q4 | $119K | Hold |
1,170
| – | – | 0.04% | 151 |
|
|
2024
Q3 | $121K | Hold |
1,170
| – | – | 0.04% | 156 |
|
|
2024
Q2 | $105K | Hold |
1,170
| – | – | 0.03% | 161 |
|
|
2024
Q1 | $102K | Hold |
1,170
| – | – | 0.03% | 167 |
|
|
2023
Q4 | $83.2K | Hold |
1,170
| – | – | 0.03% | 190 |
|
|
2023
Q3 | $81.7K | Hold |
1,170
| – | – | 0.03% | 192 |
|
|
2023
Q2 | $80.5K | Hold |
1,170
| – | – | 0.03% | 202 |
|
|
2023
Q1 | $67.2K | Hold |
1,170
| – | – | 0.03% | 216 |
|
|
2022
Q4 | $66.7K | Hold |
1,170
| – | – | 0.03% | 220 |
|
|
2022
Q3 | $68K | Hold |
1,170
| – | – | 0.03% | 203 |
|
|
2022
Q2 | $68K | Buy |
1,170
+600
| +105% | +$34.9K | 0.03% | 223 |
|
|
2022
Q1 | $41K | Sell |
570
-600
| -51% | -$43.2K | 0.02% | 267 |
|
|
2021
Q4 | $82K | Buy |
+1,170
| New | +$82K | 0.03% | 183 |
|
|
2021
Q3 | – | Sell |
-42
| Closed | -$2K | – | 408 |
|
|
2021
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 347 |
|
|
2021
Q1 | $2K | Hold |
42
| – | – | ﹤0.01% | 317 |
|
|
2020
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 314 |
|
|
2020
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 289 |
|
|
2020
Q2 | $2K | Sell |
42
-2
| -5% | -$95 | ﹤0.01% | 278 |
|
|
2020
Q1 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 271 |
|