Boston Financial Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $62.7M | Buy |
614,980
+1,647
| +0.3% | +$168K | 1.89% | 12 |
|
|
2024
Q3 | $63.5M | Sell |
613,333
-13,370
| -2% | -$1.39M | 1.89% | 11 |
|
|
2024
Q2 | $56M | Sell |
626,703
-4,342
| -0.7% | -$388K | 1.78% | 12 |
|
|
2024
Q1 | $55.2M | Sell |
631,045
-10
| -0% | -$875 | 1.76% | 13 |
|
|
2023
Q4 | $44.9M | Sell |
631,055
-8,218
| -1% | -$584K | 1.52% | 16 |
|
|
2023
Q3 | $44.6M | Sell |
639,273
-156
| -0% | -$10.9K | 1.67% | 15 |
|
|
2023
Q2 | $44M | Buy |
639,429
+547
| +0.1% | +$37.7K | 1.59% | 17 |
|
|
2023
Q1 | $36.7M | Sell |
638,882
-702
| -0.1% | -$40.3K | 1.43% | 20 |
|
|
2022
Q4 | $36.4M | Buy |
639,584
+5,992
| +0.9% | +$341K | 1.46% | 19 |
|
|
2022
Q3 | $38.3M | Buy |
633,592
+8,556
| +1% | +$517K | 1.66% | 16 |
|
|
2022
Q2 | $36.5M | Sell |
625,036
-1,790
| -0.3% | -$104K | 1.57% | 19 |
|
|
2022
Q1 | $45.3M | Sell |
626,826
-2,637
| -0.4% | -$191K | 1.72% | 16 |
|
|
2021
Q4 | $44.2M | Sell |
629,463
-2,323
| -0.4% | -$163K | 1.61% | 21 |
|
|
2021
Q3 | $35M | Buy |
631,786
+6,958
| +1% | +$386K | 1.43% | 23 |
|
|
2021
Q2 | $33.2M | Buy |
624,828
+11,412
| +2% | +$606K | 1.34% | 27 |
|
|
2021
Q1 | $28M | Buy |
613,416
+7,361
| +1% | +$336K | 1.23% | 32 |
|
|
2020
Q4 | $28.7M | Buy |
606,055
+2,950
| +0.5% | +$140K | 1.31% | 26 |
|
|
2020
Q3 | $27.3M | Buy |
603,105
+30,879
| +5% | +$1.4M | 1.33% | 26 |
|
|
2020
Q2 | $23.3M | Buy |
572,226
+264,963
| +86% | +$10.8M | 1.25% | 28 |
|
|
2020
Q1 | $11.1M | Buy |
+307,263
| New | +$11.1M | 0.72% | 38 |
|