Carolinas Wealth Consulting’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 | – | Sell |
-5
| Closed | -$622 | – | 112 |
|
|
2025
Q1 | $622 | Hold |
5
| – | – | ﹤0.01% | 950 |
|
|
2024
Q4 | $511 | Hold |
5
| – | – | ﹤0.01% | 1003 |
|
|
2024
Q3 | $518 | Buy |
+5
| New | +$518 | ﹤0.01% | 1003 |
|
|
2023
Q3 | – | Sell |
-66
| Closed | -$4.55K | – | 1029 |
|
|
2023
Q2 | $4.55K | Hold |
66
| – | – | ﹤0.01% | 687 |
|
|
2023
Q1 | $3.79K | Buy |
+66
| New | +$3.79K | ﹤0.01% | 729 |
|