Axxcess 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 | $488K | Buy |
4,405
+152
| +4% | +$16.9K | 0.01% | 597 |
|
|
2025
Q1 | $529K | Buy |
4,253
+2,164
| +104% | +$269K | 0.01% | 535 |
|
|
2024
Q4 | $213K | Sell |
2,089
-119
| -5% | -$12.1K | 0.01% | 799 |
|
|
2024
Q3 | $229K | Buy |
+2,208
| New | +$229K | 0.01% | 795 |
|
|
2023
Q4 | – | Sell |
-2,926
| Closed | -$204K | – | 842 |
|
|
2023
Q3 | $204K | Sell |
2,926
-47
| -2% | -$3.28K | 0.01% | 728 |
|
|
2023
Q2 | $205K | Buy |
+2,973
| New | +$205K | 0.01% | 544 |
|