Buckingham Strategic Wealth’s Brown & Brown BRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$357K	Buy	3,998 +30	+0.8%	+$2.6K	﹤0.01%	549
2024 Q1	$347K	Buy	3,968 +125	+3%	+$10K	﹤0.01%	547
2023 Q4	$273K	Sell	3,843 -971	-20%	-$69.4K	﹤0.01%	593
2023 Q3	$336K	Sell	4,814 -261	-5%	-$18.6K	﹤0.01%	509
2023 Q2	$349K	Buy	5,075 +461	+10%	+$29.3K	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%	-$14.8K	0.01%	482
2022 Q2	$283K	Buy	4,849 +182	+4%	+$11.2K	0.01%	477
2022 Q1	$337K	Sell	4,667 -31	-0.7%	-$2.08K	0.01%	442
2021 Q4	$330K	Buy	4,698 +41	+0.9%	+$2.65K	0.01%	454
2021 Q3	$258K	Hold	4,657	–	–	0.01%	498
2021 Q2	$247K	Hold	4,657	–	–	0.01%	506
2021 Q1	$213K	Hold	4,657	–	–	0.01%	508
2020 Q4	$221K	Buy	+4,657	New	+$214K	0.01%	487