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 |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $273K | Sell |
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|
2023
Q3 | $336K | Sell |
|
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|
2023
Q2 | $349K | Buy |
|
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|
2023
Q1 | $263K | Hold |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $283K | Buy |
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|
2022
Q1 | $337K | Sell |
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|
2021
Q4 | $330K | Buy |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $247K | Hold |
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|
2021
Q1 | $213K | Hold |
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|
2020
Q4 | $221K | Buy |
|