BDO Wealth Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $922K | Sell |
13,393
-206
| -2% | -$14.2K | 0.11% | 141 |
|
|
2023
Q1 | $781K | Sell |
13,599
-148
| -1% | -$8.5K | 0.1% | 142 |
|
|
2022
Q4 | $783K | Buy |
13,747
+27
| +0.2% | +$1.54K | 0.1% | 140 |
|
|
2022
Q3 | $830K | Sell |
13,720
-479
| -3% | -$29K | 0.11% | 136 |
|
|
2022
Q2 | $828K | Buy |
14,199
+25
| +0.2% | +$1.46K | 0.1% | 139 |
|
|
2022
Q1 | $1.02M | Sell |
14,174
-178
| -1% | -$12.9K | 0.11% | 132 |
|
|
2021
Q4 | $1.01M | Sell |
14,352
-1,228
| -8% | -$86.3K | 0.11% | 136 |
|
|
2021
Q3 | $864K | Buy |
15,580
+26
| +0.2% | +$1.44K | 0.1% | 142 |
|
|
2021
Q2 | $827K | Buy |
15,554
+27
| +0.2% | +$1.44K | 0.09% | 151 |
|
|
2021
Q1 | $710K | Buy |
15,527
+135
| +0.9% | +$6.17K | 0.08% | 157 |
|
|
2020
Q4 | $730K | Buy |
15,392
+30
| +0.2% | +$1.42K | 0.1% | 127 |
|
|
2020
Q3 | $695K | Buy |
15,362
+28
| +0.2% | +$1.27K | 0.11% | 119 |
|
|
2020
Q2 | $625K | Buy |
15,334
+34
| +0.2% | +$1.39K | 0.11% | 120 |
|
|
2020
Q1 | $554K | Sell |
15,300
-1,623
| -10% | -$58.8K | 0.11% | 116 |
|
|
2019
Q4 | $668K | Hold |
16,923
| – | – | 0.17% | 99 |
|
|
2019
Q3 | $610K | Sell |
16,923
-1,000
| -6% | -$36K | 0.16% | 107 |
|
|
2019
Q2 | $600K | Sell |
17,923
-2,500
| -12% | -$83.7K | 0.16% | 101 |
|
|
2019
Q1 | $603K | Hold |
20,423
| – | – | 0.18% | 98 |
|
|
2018
Q4 | $563K | Hold |
20,423
| – | – | 0.19% | 93 |
|
|
2018
Q3 | $604K | Hold |
20,423
| – | – | 0.2% | 92 |
|
|
2018
Q2 | $566K | Hold |
20,423
| – | – | 0.19% | 88 |
|
|
2018
Q1 | $520K | Buy |
+20,423
| New | +$520K | 0.2% | 84 |
|
|
2017
Q3 | – | Sell |
-20,422
| Closed | -$440K | – | 451 |
|
|
2017
Q2 | $440K | Buy |
+20,422
| New | +$440K | 0.19% | 85 |
|