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Capital A Wealth Management’s Brown & Brown BRO Stock Holding History

Capital A Wealth Management’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$276K Sell
2,218
-147
-6% -$18.3K 0.29% 44
2024
Q4 		$241K Buy
+2,365
New +$241K 0.4% 60