Banque Cantonale Vaudoise’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 | $225K | Sell |
2,026
-154
| -7% | -$17.1K | 0.01% | 536 |
|
|
2025
Q1 | $272K | Buy |
+2,180
| New | +$272K | 0.01% | 532 |
|
|
2023
Q4 | – | Sell |
-3,924
| Closed | -$275K | – | 1034 |
|
|
2023
Q3 | $275K | Sell |
3,924
-576
| -13% | -$40.4K | 0.01% | 599 |
|
|
2023
Q2 | $309K | Buy |
4,500
+800
| +22% | +$54.9K | 0.01% | 615 |
|
|
2023
Q1 | $212K | Hold |
3,700
| – | – | 0.01% | 686 |
|
|
2022
Q4 | $211K | Hold |
3,700
| – | – | 0.01% | 687 |
|
|
2022
Q3 | $223K | Hold |
3,700
| – | – | 0.01% | 686 |
|
|
2022
Q2 | $216K | Sell |
3,700
-1,000
| -21% | -$58.4K | 0.01% | 712 |
|
|
2022
Q1 | $340K | Hold |
4,700
| – | – | 0.01% | 659 |
|
|
2021
Q4 | $330K | Hold |
4,700
| – | – | 0.01% | 706 |
|
|
2021
Q3 | $261K | Hold |
4,700
| – | – | 0.01% | 730 |
|
|
2021
Q2 | $250K | Hold |
4,700
| – | – | 0.01% | 787 |
|
|
2021
Q1 | $215K | Hold |
4,700
| – | – | 0.01% | 753 |
|
|
2020
Q4 | $223K | Hold |
4,700
| – | – | 0.01% | 696 |
|
|
2020
Q3 | $212K | Sell |
4,700
-1,800
| -28% | -$81.2K | 0.01% | 659 |
|
|
2020
Q2 | $265K | Hold |
6,500
| – | – | 0.02% | 577 |
|
|
2020
Q1 | $235K | Buy |
+6,500
| New | +$235K | 0.02% | 578 |
|