Bartlett & Co 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	$111	Sell	1 -1	-50%	-$111	﹤0.01%	1225
2025 Q1	$249	Buy	+2	New	+$249	﹤0.01%	1157
2022 Q4	–	Sell	-49	Closed	-$2.96K	–	1115
2022 Q3	$2.96K	Sell	49 -83	-63%	-$5.02K	﹤0.01%	1003
2022 Q2	$7.7K	Buy	+132	New	+$7.7K	﹤0.01%	930