Caldwell Trust’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
Q3 | $104K | Buy |
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|
2025
Q2 | $74.9K | Hold |
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|
2025
Q1 | $84.1K | Hold |
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|
2024
Q4 | $69K | Hold |
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|
2024
Q3 | $70K | Hold |
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|
2024
Q2 | $60.4K | Hold |
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|
2024
Q1 | $59.2K | Hold |
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|
2023
Q4 | $48.1K | Hold |
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|
2023
Q3 | $47.2K | Hold |
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|
2023
Q2 | $46.5K | Hold |
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|
2023
Q1 | $38.8K | Hold |
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|
2022
Q4 | $38.5K | Hold |
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|
2022
Q3 | $40.9K | Hold |
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|
2022
Q2 | $39.4K | Hold |
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|
2022
Q1 | $48.9K | Hold |
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|
2021
Q4 | $47.5K | Hold |
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|
2021
Q3 | $37.5K | Hold |
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|
2021
Q2 | $35.9K | Hold |
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|
2021
Q1 | $30.9K | Hold |
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|
2020
Q4 | $32K | Hold |
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|
2020
Q3 | $30.6K | Hold |
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|
2020
Q2 | $27.6K | Hold |
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|
2020
Q1 | $24.5K | Hold |
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|
2019
Q4 | $26.7K | Buy |
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