BA
BCM Advisors’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.11M | Hold |
88,250
| – | – | 1.73% | 8 |
|
|
2025
Q1 | $9.76M | Sell |
88,250
-1,277
| -1% | -$141K | 2.21% | 8 |
|
|
2024
Q4 | $9.56M | Hold |
89,527
| – | – | 2.14% | 8 |
|
|
2024
Q3 | $9.44M | Sell |
89,527
-19,413
| -18% | -$2.05M | 2.17% | 8 |
|
|
2024
Q2 | $11M | Buy |
108,940
+42
| +0% | +$4.23K | 2.6% | 8 |
|
|
2024
Q1 | $8.94M | Sell |
108,898
-2,500
| -2% | -$205K | 2.27% | 8 |
|
|
2023
Q4 | $8.72M | Sell |
111,398
-6,647
| -6% | -$520K | 2.29% | 8 |
|
|
2023
Q3 | $8.45M | Sell |
118,045
-855
| -0.7% | -$61.2K | 2.51% | 8 |
|
|
2023
Q2 | $8.15M | Buy |
118,900
+48,179
| +68% | +$3.3M | 2.18% | 9 |
|
|
2023
Q1 | $4.66M | Sell |
70,721
-850
| -1% | -$56K | 1.26% | 16 |
|
|
2022
Q4 | $4.34M | Buy |
71,571
+11,900
| +20% | +$721K | 1.2% | 15 |
|
|
2022
Q3 | $3.5M | Sell |
59,671
-16,128
| -21% | -$946K | 1.03% | 19 |
|
|
2022
Q2 | $4.73M | Buy |
+75,799
| New | +$4.73M | 1.3% | 14 |
|