Cassady Schiller Wealth Management’s Brown & Brown BRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$1.94K	Buy	+19	New	+$1.94K	﹤0.01%	583
2023 Q1	–	Sell	-59	Closed	-$3.36K	–	466
2022 Q4	$3.36K	Buy	+59	New	+$3.36K	﹤0.01%	388