Castleview Partners’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-520
| Closed | -$45.5K | – | 929 |
|
|
2024
Q1 | $45.5K | Hold |
520
| – | – | 0.03% | 362 |
|
|
2023
Q4 | $37K | Hold |
520
| – | – | 0.03% | 360 |
|
|
2023
Q3 | $36.3K | Hold |
520
| – | – | 0.03% | 311 |
|
|
2023
Q2 | $35.8K | Hold |
520
| – | – | 0.03% | 303 |
|
|
2023
Q1 | $29.9K | Hold |
520
| – | – | 0.03% | 307 |
|
|
2022
Q4 | $29.6K | Sell |
520
-245
| -32% | -$14K | 0.03% | 270 |
|
|
2022
Q3 | $46K | Buy |
765
+724
| +1,766% | +$43.5K | 0.04% | 262 |
|
|
2022
Q2 | $1.36K | Sell |
41
-1,217
| -97% | -$40.3K | ﹤0.01% | 662 |
|
|
2022
Q1 | $90K | Sell |
1,258
-70,076
| -98% | -$5.01M | 0.06% | 249 |
|
|
2021
Q4 | $1.02K | Buy |
+71,334
| New | +$1.02K | 0.01% | 390 |
|
|
2021
Q2 | $54K | Buy |
+1,015
| New | +$54K | 0.02% | 392 |
|