Cannell & Co’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $501K | Hold |
7,050
| – | – | 0.02% | 207 |
|
|
2023
Q3 | $492K | Buy |
7,050
+1,000
| +17% | +$69.8K | 0.02% | 199 |
|
|
2023
Q2 | $416K | Buy |
6,050
+1,000
| +20% | +$68.8K | 0.01% | 213 |
|
|
2023
Q1 | $290K | Hold |
5,050
| – | – | 0.01% | 232 |
|
|
2022
Q4 | $288K | Buy |
5,050
+1,450
| +40% | +$82.6K | 0.01% | 227 |
|
|
2022
Q3 | $218K | Sell |
3,600
-1,000
| -22% | -$60.6K | 0.01% | 242 |
|
|
2022
Q2 | $268K | Sell |
4,600
-500
| -10% | -$29.1K | 0.01% | 236 |
|
|
2022
Q1 | $369K | Sell |
5,100
-200
| -4% | -$14.5K | 0.01% | 238 |
|
|
2021
Q4 | $372K | Sell |
5,300
-500
| -9% | -$35.1K | 0.01% | 243 |
|
|
2021
Q3 | $322K | Hold |
5,800
| – | – | 0.01% | 250 |
|
|
2021
Q2 | $308K | Hold |
5,800
| – | – | 0.01% | 249 |
|
|
2021
Q1 | $265K | Buy |
5,800
+600
| +12% | +$27.4K | 0.01% | 253 |
|
|
2020
Q4 | $247K | Hold |
5,200
| – | – | 0.01% | 249 |
|
|
2020
Q3 | $235K | Sell |
5,200
-500
| -9% | -$22.6K | 0.01% | 227 |
|
|
2020
Q2 | $232K | Buy |
+5,700
| New | +$232K | 0.01% | 220 |
|
|
2019
Q4 | – | Sell |
-6,000
| Closed | -$216K | – | 244 |
|
|
2019
Q3 | $216K | Hold |
6,000
| – | – | 0.01% | 221 |
|
|
2019
Q2 | $201K | Buy |
+6,000
| New | +$201K | 0.01% | 223 |
|