Baker Avenue Asset 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 | $1.11M | Sell |
10,033
-858
| -8% | -$95.1K | 0.03% | 234 |
|
|
2025
Q1 | $1.35M | Buy |
+10,891
| New | +$1.35M | 0.04% | 223 |
|
|
2023
Q4 | – | Sell |
-9,403
| Closed | -$657K | – | 506 |
|
|
2023
Q3 | $657K | Buy |
9,403
+605
| +7% | +$42.3K | 0.03% | 240 |
|
|
2023
Q2 | $606K | Buy |
8,798
+8,667
| +6,616% | +$597K | 0.03% | 247 |
|
|
2023
Q1 | $7.52K | Hold |
131
| – | – | ﹤0.01% | 803 |
|
|
2022
Q4 | $7.46K | Buy |
+131
| New | +$7.46K | ﹤0.01% | 746 |
|