BFA
Brendel Financial Advisors’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Sell |
3,278
-30,836
| -90% | -$3.41M | 0.2% | 72 |
|
|
2025
Q1 | $4.24M | Sell |
34,114
-450
| -1% | -$56K | 2.58% | 6 |
|
|
2024
Q4 | $3.53M | Sell |
34,564
-1,494
| -4% | -$152K | 2.13% | 16 |
|
|
2024
Q3 | $3.74M | Sell |
36,058
-716
| -2% | -$74.2K | 2.12% | 16 |
|
|
2024
Q2 | $3.29M | Buy |
+36,774
| New | +$3.29M | 2.09% | 12 |
|
|
2024
Q1 | – | Sell |
-46,557
| Closed | -$3.31M | – | 63 |
|
|
2023
Q4 | $3.31M | Buy |
+46,557
| New | +$3.31M | 2.17% | 14 |
|