Brookstone Capital Management’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 | $3.24M | Buy |
29,267
+21,384
| +271% | +$2.37M | 0.04% | 346 |
|
2025
Q1 | $981K | Buy |
7,883
+332
| +4% | +$41.3K | 0.01% | 562 |
|
2024
Q4 | $770K | Buy |
7,551
+64
| +0.9% | +$6.53K | 0.01% | 592 |
|
2024
Q3 | $776K | Sell |
7,487
-197
| -3% | -$20.4K | 0.01% | 576 |
|
2024
Q2 | $719K | Sell |
7,684
-2,329
| -23% | -$218K | 0.01% | 561 |
|
2024
Q1 | $877K | Buy |
10,013
+3,096
| +45% | +$271K | 0.02% | 516 |
|
2023
Q4 | $492K | Buy |
6,917
+36
| +0.5% | +$2.56K | 0.01% | 602 |
|
2023
Q3 | $470K | Sell |
6,881
-190
| -3% | -$13K | 0.01% | 587 |
|
2023
Q2 | $479K | Buy |
7,071
+77
| +1% | +$5.22K | 0.01% | 591 |
|
2023
Q1 | $418K | Buy |
6,994
+184
| +3% | +$11K | 0.01% | 628 |
|
2022
Q4 | $401K | Hold |
6,810
| – | – | 0.01% | 629 |
|
2022
Q3 | $413K | Hold |
6,810
| – | – | 0.01% | 596 |
|
2022
Q2 | $409K | Sell |
6,810
-28
| -0.4% | -$1.68K | 0.01% | 585 |
|
2022
Q1 | $496K | Buy |
6,838
+20
| +0.3% | +$1.45K | 0.01% | 562 |
|
2021
Q4 | $468K | Hold |
6,818
| – | – | 0.01% | 537 |
|
2021
Q3 | $420K | Hold |
6,818
| – | – | 0.01% | 534 |
|
2021
Q2 | $359K | Buy |
+6,818
| New | +$359K | 0.01% | 546 |
|