Beacon Pointe Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,283
| Closed | -$236K | – | 1193 |
|
|
2024
Q3 | $236K | Sell |
2,283
-8,022
| -78% | -$831K | ﹤0.01% | 1089 |
|
|
2024
Q2 | $921K | Sell |
10,305
-907
| -8% | -$81.1K | 0.01% | 661 |
|
|
2024
Q1 | $982K | Sell |
11,212
-768
| -6% | -$67.2K | 0.01% | 690 |
|
|
2023
Q4 | $852K | Buy |
11,980
+534
| +5% | +$38K | 0.01% | 713 |
|
|
2023
Q3 | $799K | Buy |
11,446
+1,457
| +15% | +$102K | 0.01% | 698 |
|
|
2023
Q2 | $688K | Sell |
9,989
-770
| -7% | -$53K | 0.01% | 619 |
|
|
2023
Q1 | $618K | Buy |
10,759
+174
| +2% | +$9.99K | 0.01% | 692 |
|
|
2022
Q4 | $603K | Buy |
+10,585
| New | +$603K | 0.01% | 632 |
|