Boston Financial 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
2024
Q4
$62.7M Buy
2024
Q3
$63.5M Sell
2024
Q2
$56M Sell
2024
Q1
$55.2M Sell
2023
Q4
$44.9M Sell
2023
Q3
$44.6M Sell
2023
Q2
$44M Buy
2023
Q1
$36.7M Sell
2022
Q4
$36.4M Buy
2022
Q3
$38.3M Buy
2022
Q2
$36.5M Sell
2022
Q1
$45.3M Sell
2021
Q4
$44.2M Sell
2021
Q3
$35M Buy
2021
Q2
$33.2M Buy
2021
Q1
$28M Buy
2020
Q4
$28.7M Buy
2020
Q3
$27.3M Buy
2020
Q2
$23.3M Buy
2020
Q1
$11.1M Buy