Buckingham Strategic Wealth’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $357K | Buy |
3,998
+30
| +0.8% | +$2.68K | ﹤0.01% | 549 |
|
|
2024
Q1 | $347K | Buy |
3,968
+125
| +3% | +$10.9K | ﹤0.01% | 547 |
|
|
2023
Q4 | $273K | Sell |
3,843
-971
| -20% | -$69K | ﹤0.01% | 593 |
|
|
2023
Q3 | $336K | Sell |
4,814
-261
| -5% | -$18.2K | ﹤0.01% | 509 |
|
|
2023
Q2 | $349K | Buy |
5,075
+461
| +10% | +$31.7K | 0.01% | 501 |
|
|
2023
Q1 | $263K | Hold |
4,614
| – | – | ﹤0.01% | 508 |
|
|
2022
Q4 | $263K | Hold |
4,614
| – | – | ﹤0.01% | 510 |
|
|
2022
Q3 | $279K | Sell |
4,614
-235
| -5% | -$14.2K | 0.01% | 482 |
|
|
2022
Q2 | $283K | Buy |
4,849
+182
| +4% | +$10.6K | 0.01% | 477 |
|
|
2022
Q1 | $337K | Sell |
4,667
-31
| -0.7% | -$2.24K | 0.01% | 442 |
|
|
2021
Q4 | $330K | Buy |
4,698
+41
| +0.9% | +$2.88K | 0.01% | 454 |
|
|
2021
Q3 | $258K | Hold |
4,657
| – | – | 0.01% | 498 |
|
|
2021
Q2 | $247K | Hold |
4,657
| – | – | 0.01% | 505 |
|
|
2021
Q1 | $213K | Hold |
4,657
| – | – | 0.01% | 508 |
|
|
2020
Q4 | $221K | Buy |
+4,657
| New | +$221K | 0.01% | 487 |
|