Avantax Advisory Services’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 | $1.48M | Buy |
13,368
+1,535
| +13% | +$170K | 0.01% | 945 |
|
|
2025
Q1 | $1.47M | Buy |
11,833
+4,589
| +63% | +$571K | 0.01% | 902 |
|
|
2024
Q4 | $739K | Sell |
7,244
-54
| -0.7% | -$5.51K | ﹤0.01% | 1205 |
|
|
2024
Q3 | $756K | Sell |
7,298
-157
| -2% | -$16.3K | 0.01% | 1165 |
|
|
2024
Q2 | $667K | Buy |
7,455
+3,281
| +79% | +$293K | ﹤0.01% | 1192 |
|
|
2024
Q1 | $365K | Buy |
4,174
+238
| +6% | +$20.8K | ﹤0.01% | 1193 |
|
|
2023
Q4 | $280K | Buy |
+3,936
| New | +$280K | ﹤0.01% | 1274 |
|