BHWM
Bar Harbor Wealth Management’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Sell |
158,761
-1,807
| -1% | -$200K | 1.13% | 23 |
|
|
2025
Q1 | $20M | Sell |
160,568
-971
| -0.6% | -$121K | 1.32% | 19 |
|
|
2024
Q4 | $16.5M | Buy |
161,539
+1,084
| +0.7% | +$111K | 1.08% | 25 |
|
|
2024
Q3 | $16.6M | Sell |
160,455
-1,498
| -0.9% | -$155K | 1.06% | 25 |
|
|
2024
Q2 | $14.5M | Sell |
161,953
-1,643
| -1% | -$147K | 0.96% | 30 |
|
|
2024
Q1 | $14.3M | Buy |
163,596
+211
| +0.1% | +$18.5K | 0.96% | 30 |
|
|
2023
Q4 | $11.6M | Buy |
163,385
+60
| +0% | +$4.27K | 0.87% | 36 |
|
|
2023
Q3 | $11.4M | Buy |
163,325
+1,951
| +1% | +$136K | 0.91% | 34 |
|
|
2023
Q2 | $11.1M | Sell |
161,374
-127
| -0.1% | -$8.74K | 0.85% | 35 |
|
|
2023
Q1 | $9.27M | Buy |
161,501
+2,385
| +1% | +$137K | 0.74% | 43 |
|
|
2022
Q4 | $9.06M | Buy |
159,116
+7,105
| +5% | +$405K | 0.72% | 43 |
|
|
2022
Q3 | $9.19M | Buy |
152,011
+393
| +0.3% | +$23.8K | 0.79% | 40 |
|
|
2022
Q2 | $8.85M | Buy |
+151,618
| New | +$8.85M | 0.71% | 44 |
|