BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $9.02K | Hold |
131
| – | – | ﹤0.01% | 563 |
|
|
2023
Q1 | $7.52K | Hold |
131
| – | – | ﹤0.01% | 640 |
|
|
2022
Q4 | $7.46K | Hold |
131
| – | – | ﹤0.01% | 618 |
|
|
2022
Q3 | $8K | Hold |
131
| – | – | ﹤0.01% | 599 |
|
|
2022
Q2 | $8K | Hold |
131
| – | – | ﹤0.01% | 617 |
|
|
2022
Q1 | $9K | Hold |
131
| – | – | ﹤0.01% | 621 |
|
|
2021
Q4 | $9K | Hold |
131
| – | – | ﹤0.01% | 672 |
|
|
2021
Q3 | $7K | Buy |
+131
| New | +$7K | ﹤0.01% | 689 |
|