Carroll Financial Associates’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $33K | Buy |
488
+3
| +0.6% | +$203 | ﹤0.01% | 828 |
|
|
2021
Q3 | $26K | Buy |
485
+36
| +8% | +$1.93K | ﹤0.01% | 921 |
|
|
2021
Q2 | $23K | Sell |
449
-6
| -1% | -$307 | ﹤0.01% | 1036 |
|
|
2021
Q1 | $20K | Hold |
455
| – | – | ﹤0.01% | 1009 |
|
|
2020
Q4 | $21K | Hold |
455
| – | – | ﹤0.01% | 907 |
|
|
2020
Q3 | $20K | Hold |
455
| – | – | ﹤0.01% | 855 |
|
|
2020
Q2 | $18K | Sell |
455
-23
| -5% | -$910 | ﹤0.01% | 877 |
|
|
2020
Q1 | $17K | Hold |
478
| – | – | ﹤0.01% | 815 |
|
|
2019
Q4 | $18K | Buy |
478
+249
| +109% | +$9.38K | ﹤0.01% | 899 |
|
|
2019
Q3 | $8K | Hold |
229
| – | – | ﹤0.01% | 1061 |
|
|
2019
Q2 | $7K | Hold |
229
| – | – | ﹤0.01% | 1098 |
|
|
2019
Q1 | $6K | Hold |
229
| – | – | ﹤0.01% | 1062 |
|
|
2018
Q4 | $6K | Buy |
229
+15
| +7% | +$393 | ﹤0.01% | 975 |
|
|
2018
Q3 | $6K | Buy |
214
+16
| +8% | +$449 | ﹤0.01% | 1023 |
|
|
2018
Q2 | $5K | Buy |
198
+32
| +19% | +$808 | ﹤0.01% | 1038 |
|
|
2018
Q1 | $4K | Hold |
166
| – | – | ﹤0.01% | 1061 |
|
|
2017
Q4 | $4K | Hold |
166
| – | – | ﹤0.01% | 1025 |
|
|
2017
Q3 | $4K | Hold |
166
| – | – | ﹤0.01% | 1010 |
|
|
2017
Q2 | $3K | Sell |
166
-36
| -18% | -$651 | ﹤0.01% | 1057 |
|
|
2017
Q1 | $4K | Hold |
202
| – | – | ﹤0.01% | 1010 |
|
|
2016
Q4 | $4K | Hold |
202
| – | – | ﹤0.01% | 965 |
|
|
2016
Q3 | $3K | Sell |
202
-92
| -31% | -$1.37K | ﹤0.01% | 1019 |
|
|
2016
Q2 | $5K | Hold |
294
| – | – | ﹤0.01% | 918 |
|
|
2016
Q1 | $5K | Hold |
294
| – | – | ﹤0.01% | 887 |
|
|
2015
Q4 | $4K | Hold |
294
| – | – | ﹤0.01% | 896 |
|
|
2015
Q3 | $4K | Hold |
294
| – | – | ﹤0.01% | 868 |
|
|
2015
Q2 | $5K | Buy |
+294
| New | +$5K | ﹤0.01% | 844 |
|