Canandaigua National Bank & Trust’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,620
| Closed | -$267K | – | 308 |
|
|
2024
Q4 | $267K | Sell |
2,620
-209
| -7% | -$21.3K | 0.03% | 275 |
|
|
2024
Q3 | $293K | Sell |
2,829
-571
| -17% | -$59.2K | 0.03% | 273 |
|
|
2024
Q2 | $304K | Sell |
3,400
-15
| -0.4% | -$1.34K | 0.03% | 245 |
|
|
2024
Q1 | $299K | Buy |
3,415
+476
| +16% | +$41.7K | 0.04% | 221 |
|
|
2023
Q4 | $209K | Buy |
+2,939
| New | +$209K | 0.03% | 252 |
|