CFS Investment Advisory Services’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
Sell
-1,794
Closed -$223K 328
2025
Q1
$223K Buy
+1,794
New +$223K 0.02% 294
2022
Q2
Sell
-206,692
Closed -$3K 248
2022
Q1
$3K Buy
+206,692
New +$3K 0.01% 231