Cadent Capital Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $427K | Sell |
|
|||||
|
2024
Q4 | $502K | Hold |
|
|||||
|
2024
Q3 | $510K | Sell |
|
|||||
|
2024
Q2 | $451K | Hold |
|
|||||
|
2024
Q1 | $441K | Buy |
|
|||||
|
2023
Q4 | $359K | Buy |
|
|||||
|
2023
Q3 | $352K | Hold |
|
|||||
|
2023
Q2 | $347K | Buy |
|
|||||
|
2023
Q1 | $256K | Buy |
|
|||||
|
2022
Q4 | $254K | Sell |
|
|||||
|
2022
Q3 | $329K | Hold |
|
|||||
|
2022
Q2 | $317K | Buy |
|
|||||
|
2022
Q1 | $393K | Buy |
|
|||||
|
2021
Q4 | $382K | Buy |
|
|||||
|
2021
Q3 | $227K | Buy |
|
|||||
|
2021
Q2 | $218K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $203K | Buy |
|