Avion Wealth’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 | $6K | Buy |
55
+10
| +22% | +$1.09K | ﹤0.01% | 563 |
|
|
2025
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 570 |
|
|
2024
Q4 | $4K | Buy |
45
+8
| +22% | +$711 | ﹤0.01% | 568 |
|
|
2024
Q3 | $3K | Buy |
37
+5
| +16% | +$405 | ﹤0.01% | 596 |
|
|
2024
Q2 | $2K | Buy |
32
+18
| +129% | +$1.13K | ﹤0.01% | 597 |
|
|
2024
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 643 |
|
|
2023
Q4 | $1K | Sell |
14
-10
| -42% | -$714 | ﹤0.01% | 705 |
|
|
2023
Q3 | $1K | Buy |
24
+15
| +167% | +$625 | ﹤0.01% | 570 |
|
|
2023
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 733 |
|