Bellevue Asset 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 | $5.1K | Sell |
46
-3
| -6% | -$333 | ﹤0.01% | 340 |
|
|
2025
Q1 | $6.1K | Hold |
49
| – | – | ﹤0.01% | 311 |
|
|
2024
Q4 | $5K | Sell |
49
-2
| -4% | -$204 | ﹤0.01% | 347 |
|
|
2024
Q3 | $5.28K | Hold |
51
| – | – | ﹤0.01% | 318 |
|
|
2024
Q2 | $4.56K | Hold |
51
| – | – | ﹤0.01% | 327 |
|
|
2024
Q1 | $4.47K | Hold |
51
| – | – | ﹤0.01% | 323 |
|
|
2023
Q4 | $3.63K | Buy |
51
+2
| +4% | +$142 | ﹤0.01% | 335 |
|
|
2023
Q3 | $3.42K | Hold |
49
| – | – | ﹤0.01% | 329 |
|
|
2023
Q2 | $3.37K | Buy |
49
+1
| +2% | +$69 | ﹤0.01% | 347 |
|
|
2023
Q1 | $2.76K | Buy |
48
+5
| +12% | +$287 | ﹤0.01% | 379 |
|
|
2022
Q4 | $2.43K | Buy |
43
+5
| +13% | +$282 | ﹤0.01% | 379 |
|
|
2022
Q3 | $2K | Buy |
38
+2
| +6% | +$105 | ﹤0.01% | 391 |
|
|
2022
Q2 | $2K | Buy |
36
+4
| +13% | +$222 | ﹤0.01% | 393 |
|
|
2022
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 443 |
|
|
2021
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 480 |
|
|
2021
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 506 |
|
|
2021
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 507 |
|
|
2021
Q1 | $1K | Sell |
32
-4
| -11% | -$125 | ﹤0.01% | 622 |
|
|
2020
Q4 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 576 |
|
|
2020
Q3 | – | Sell |
-39
| Closed | -$2K | – | 612 |
|
|
2020
Q2 | $2K | Sell |
39
-2
| -5% | -$103 | ﹤0.01% | 527 |
|
|
2020
Q1 | $1K | Sell |
41
-8
| -16% | -$195 | ﹤0.01% | 552 |
|
|
2019
Q4 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 424 |
|