BOK Financial Private Wealth’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 | $1.34M | Sell |
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|
2025
Q1 | $1.87M | Sell |
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|
2024
Q4 | $1.91M | Sell |
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|
2024
Q3 | $2.15M | Sell |
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|
2024
Q2 | $2.15M | Sell |
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|
2024
Q1 | $2.12M | Sell |
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|
2023
Q4 | $1.86M | Sell |
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|
2023
Q3 | $1.99M | Sell |
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|
2023
Q2 | $2.29M | Sell |
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|
2023
Q1 | $2.29M | Buy |
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|
2022
Q4 | $2.27M | Buy |
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|
2022
Q3 | $2.38M | Buy |
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|
2022
Q2 | $2.28M | Buy |
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $2.23M | Sell |
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|
2021
Q3 | $1.78M | Sell |
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|
2021
Q2 | $1.73M | Buy |
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|
2021
Q1 | $1.46M | Sell |
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|
2020
Q4 | $1.55M | Sell |
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|
2020
Q3 | $1.54M | Sell |
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|
2020
Q2 | $1.43M | Buy |
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