Avior 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
Q1 | – | Sell |
-561
| Closed | -$57.2K | – | 946 |
|
|
2024
Q4 | $57.2K | Sell |
561
-10
| -2% | -$1.02K | ﹤0.01% | 1094 |
|
|
2024
Q3 | $59.2K | Sell |
571
-132
| -19% | -$13.7K | ﹤0.01% | 1061 |
|
|
2024
Q2 | $62.9K | Sell |
703
-650
| -48% | -$58.1K | ﹤0.01% | 1012 |
|
|
2024
Q1 | $118K | Buy |
1,353
+885
| +189% | +$77.5K | 0.01% | 894 |
|
|
2023
Q4 | $33.3K | Sell |
468
-238
| -34% | -$16.9K | ﹤0.01% | 800 |
|
|
2023
Q3 | $49.3K | Sell |
706
-80
| -10% | -$5.59K | ﹤0.01% | 761 |
|
|
2023
Q2 | $54.1K | Hold |
786
| – | – | ﹤0.01% | 743 |
|
|
2023
Q1 | $45.1K | Buy |
+786
| New | +$45.1K | ﹤0.01% | 793 |
|