Capital Advisors Ltd’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 | $22K | Sell |
198
-20
| -9% | -$2.22K | ﹤0.01% | 607 |
|
|
2025
Q1 | $27K | Buy |
218
+20
| +10% | +$2.48K | ﹤0.01% | 565 |
|
|
2024
Q4 | $20K | Sell |
198
-1
| -0.5% | -$101 | ﹤0.01% | 613 |
|
|
2024
Q3 | $21K | Buy |
199
+1
| +0.5% | +$106 | ﹤0.01% | 597 |
|
|
2024
Q2 | $18K | Sell |
198
-7
| -3% | -$636 | ﹤0.01% | 608 |
|
|
2024
Q1 | $18K | Buy |
205
+10
| +5% | +$878 | ﹤0.01% | 601 |
|
|
2023
Q4 | $14K | Hold |
195
| – | – | ﹤0.01% | 619 |
|
|
2023
Q3 | $14K | Hold |
195
| – | – | ﹤0.01% | 615 |
|
|
2023
Q2 | $13K | Buy |
195
+129
| +195% | +$8.6K | ﹤0.01% | 641 |
|
|
2023
Q1 | $4K | Sell |
66
-55
| -45% | -$3.33K | ﹤0.01% | 720 |
|
|
2022
Q4 | $0 | Buy |
121
+17
| +16% | – | ﹤0.01% | 1243 |
|
|
2022
Q3 | $6K | Buy |
104
+81
| +352% | +$4.67K | ﹤0.01% | 597 |
|
|
2022
Q2 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 729 |
|