Carson Wealth (CWM LLC)’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.87M | Buy |
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|
2025
Q2 | $696K | Sell |
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|
2025
Q1 | $789K | Buy |
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|
2024
Q4 | $624K | Sell |
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|
2024
Q3 | $635K | Buy |
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|
2024
Q2 | $547K | Sell |
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|
2024
Q1 | $553K | Buy |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q3 | $340K | Sell |
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|
2023
Q2 | $339K | Sell |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $248K | Sell |
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|
2022
Q3 | $313K | Buy |
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $209K | Buy |
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|
2021
Q2 | $115K | Hold |
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|
2021
Q1 | $115K | Hold |
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|
2020
Q4 | $115K | Hold |
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|
2020
Q3 | $115K | Hold |
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|
2020
Q2 | $115K | Hold |
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|
2020
Q1 | $115K | Hold |
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|
2019
Q4 | $115K | Hold |
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|
2019
Q3 | $115K | Hold |
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|
2019
Q2 | $115K | Hold |
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|
2019
Q1 | $115K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $2K | Buy |
|