Beaird Harris 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 | $44.2K | Hold |
399
| – | – | ﹤0.01% | 255 |
|
|
2025
Q1 | $49.6K | Hold |
399
| – | – | ﹤0.01% | 223 |
|
|
2024
Q4 | $40.7K | Hold |
399
| – | – | ﹤0.01% | 244 |
|
|
2024
Q3 | $41.3K | Hold |
399
| – | – | ﹤0.01% | 241 |
|
|
2024
Q2 | $35.7K | Hold |
399
| – | – | ﹤0.01% | 251 |
|
|
2024
Q1 | $34.9K | Hold |
399
| – | – | ﹤0.01% | 231 |
|
|
2023
Q4 | $28.4K | Hold |
399
| – | – | ﹤0.01% | 231 |
|
|
2023
Q3 | $27.9K | Hold |
399
| – | – | ﹤0.01% | 208 |
|
|
2023
Q2 | $27.5K | Hold |
399
| – | – | ﹤0.01% | 207 |
|
|
2023
Q1 | $22.9K | Sell |
399
-44
| -10% | -$2.53K | ﹤0.01% | 218 |
|
|
2022
Q4 | $25.2K | Buy |
443
+44
| +11% | +$2.51K | ﹤0.01% | 228 |
|
|
2022
Q3 | $24K | Hold |
399
| – | – | 0.01% | 219 |
|
|
2022
Q2 | $23K | Sell |
399
-933
| -70% | -$53.8K | 0.01% | 191 |
|
|
2022
Q1 | $96K | Buy |
+1,332
| New | +$96K | 0.03% | 135 |
|