Caitlin John’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
+12,917
| New | +$1.43M | 1.3% | 23 |
|
|
2025
Q1 | – | Sell |
-110
| Closed | -$11.2K | – | 207 |
|
|
2024
Q4 | $11.2K | Sell |
110
-149
| -58% | -$15.2K | 0.01% | 449 |
|
|
2024
Q3 | $29K | Buy |
259
+100
| +63% | +$11.2K | 0.02% | 322 |
|
|
2024
Q2 | $14.2K | Buy |
+159
| New | +$14.2K | 0.01% | 395 |
|