Capital Directions Investment Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $726K | Buy |
+12,750
| New | +$726K | 0.27% | 30 |
|
|
2022
Q3 | – | Sell |
-6,375
| Closed | -$372K | – | 42 |
|
|
2022
Q2 | $372K | Hold |
6,375
| – | – | 0.12% | 47 |
|
|
2022
Q1 | $461K | Buy |
6,375
+73
| +1% | +$5.28K | 0.14% | 46 |
|
|
2021
Q4 | $443K | Hold |
6,302
| – | – | 0.13% | 52 |
|
|
2021
Q3 | $349K | Hold |
6,302
| – | – | 0.11% | 54 |
|
|
2021
Q2 | $335K | Buy |
+6,302
| New | +$335K | 0.1% | 55 |
|
|
2021
Q1 | – | Sell |
-6,302
| Closed | -$299K | – | 206 |
|
|
2020
Q4 | $299K | Sell |
6,302
-388
| -6% | -$18.4K | 0.1% | 49 |
|
|
2020
Q3 | $303K | Buy |
+6,690
| New | +$303K | 0.11% | 47 |
|
|
2020
Q2 | – | Sell |
-6,690
| Closed | -$242K | – | 208 |
|
|
2020
Q1 | $242K | Hold |
6,690
| – | – | 0.1% | 53 |
|
|
2019
Q4 | $264K | Hold |
6,690
| – | – | 0.08% | 59 |
|
|
2019
Q3 | $241K | Buy |
+6,690
| New | +$241K | 0.08% | 58 |
|