Carmel Capital Partners’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,850
| Closed | -$255K | – | 169 |
|
|
2024
Q2 | $255K | Hold |
2,850
| – | – | 0.11% | 129 |
|
|
2024
Q1 | $249K | Sell |
2,850
-312
| -10% | -$27.3K | 0.1% | 134 |
|
|
2023
Q4 | $225K | Buy |
3,162
+1,250
| +65% | +$88.9K | 0.11% | 140 |
|
|
2023
Q3 | $134K | Sell |
1,912
-1,250
| -40% | -$87.3K | 0.06% | 176 |
|
|
2023
Q2 | $218K | Hold |
3,162
| – | – | 0.11% | 109 |
|
|
2023
Q1 | $182K | Buy |
+3,162
| New | +$182K | 0.11% | 135 |
|