Brightwater Advisory’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,662
| Closed | -$331K | – | 62 |
|
|
2025
Q1 | $331K | Hold |
2,662
| – | – | 0.26% | 49 |
|
|
2024
Q4 | $272K | Hold |
2,662
| – | – | 0.21% | 53 |
|
|
2024
Q3 | $276K | Hold |
2,662
| – | – | 0.2% | 55 |
|
|
2024
Q2 | $238K | Hold |
2,662
| – | – | 0.18% | 57 |
|
|
2024
Q1 | $233K | Buy |
+2,662
| New | +$233K | 0.19% | 53 |
|