Beaird Harris Wealth Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.2K | Hold |
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|
2025
Q1 | $49.6K | Hold |
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|
2024
Q4 | $40.7K | Hold |
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|
2024
Q3 | $41.3K | Hold |
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|
2024
Q2 | $35.7K | Hold |
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|
2024
Q1 | $34.9K | Hold |
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|
2023
Q4 | $28.4K | Hold |
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|
2023
Q3 | $27.9K | Hold |
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|
2023
Q2 | $27.5K | Hold |
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|
2023
Q1 | $22.9K | Sell |
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|
2022
Q4 | $25.2K | Buy |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $23K | Sell |
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|
2022
Q1 | $96K | Buy |
|