Cary Street Partners Investment Advisory’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 | $216K | Buy |
1,951
+88
| +5% | +$9.76K | 0.1% | 222 |
|
|
2025
Q1 | $232K | Buy |
1,863
+275
| +17% | +$34.2K | 0.13% | 187 |
|
|
2024
Q4 | $162K | Sell |
1,588
-492
| -24% | -$50.2K | 0.11% | 211 |
|
|
2024
Q3 | $215K | Buy |
+2,080
| New | +$215K | 0.01% | 709 |
|
|
2023
Q4 | – | Sell |
-840
| Closed | -$58.7K | – | 775 |
|
|
2023
Q3 | $58.7K | Sell |
840
-75
| -8% | -$5.24K | ﹤0.01% | 822 |
|
|
2023
Q2 | $63K | Buy |
915
+515
| +129% | +$35.5K | ﹤0.01% | 764 |
|
|
2023
Q1 | $23K | Hold |
400
| – | – | ﹤0.01% | 936 |
|
|
2022
Q4 | $22.8K | Buy |
+400
| New | +$22.8K | ﹤0.01% | 941 |
|