Avantax Advisory Services’s Brown & Brown BRO Stock Holding History

Avantax Advisory Services’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.48M	Buy
2025 Q1	$1.47M	Buy
2024 Q4	$739K	Sell
2024 Q3	$756K	Sell
2024 Q2	$667K	Buy
2024 Q1	$365K	Buy
2023 Q4	$280K	Buy