Bruderman Asset Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $200K | Sell |
3,434
-218
| -6% | -$12.7K | 0.36% | 62 |
|
|
2022
Q1 | $266K | Sell |
3,652
-867
| -19% | -$63.2K | 0.4% | 58 |
|
|
2021
Q4 | $315K | Sell |
4,519
-2,497
| -36% | -$174K | 0.24% | 75 |
|
|
2021
Q3 | $389K | Buy |
7,016
+779
| +12% | +$43.2K | 0.1% | 90 |
|
|
2021
Q2 | $332K | Buy |
6,237
+415
| +7% | +$22.1K | 0.1% | 61 |
|
|
2021
Q1 | $266K | Buy |
5,822
+269
| +5% | +$12.3K | 0.07% | 99 |
|
|
2020
Q4 | $263K | Buy |
5,553
+1,002
| +22% | +$47.5K | 0.08% | 91 |
|
|
2020
Q3 | $206K | Buy |
+4,551
| New | +$206K | 0.07% | 91 |
|
|
2019
Q2 | – | Sell |
-3,830
| Closed | -$113K | – | 171 |
|
|
2019
Q1 | $113K | Buy |
3,830
+353
| +10% | +$10.4K | 0.02% | 181 |
|
|
2018
Q4 | $96K | Sell |
3,477
-475
| -12% | -$13.1K | 0.02% | 178 |
|
|
2018
Q3 | $117K | Sell |
3,952
-259
| -6% | -$7.67K | 0.03% | 142 |
|
|
2018
Q2 | $117K | Buy |
+4,211
| New | +$117K | 0.03% | 151 |
|