Baker Tilly Wealth Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $312K | Buy |
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|
2025
Q2 | $355K | Sell |
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|
2025
Q1 | $795K | Buy |
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|
2024
Q4 | $633K | Buy |
|
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|
2024
Q3 | $639K | Buy |
|
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|
2024
Q2 | $481K | Sell |
|
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|
2024
Q1 | $871K | Buy |
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|
2023
Q4 | $599K | Buy |
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|
2023
Q3 | $417K | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $853K | Sell |
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|
2022
Q4 | $872K | Buy |
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|
2022
Q3 | $563K | Sell |
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|
2022
Q2 | $556K | Buy |
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|
2022
Q1 | $594K | Buy |
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|
2021
Q4 | $418K | Buy |
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|
2021
Q3 | $265K | Buy |
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|
2021
Q2 | $222K | Buy |
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