Checchi Capital Advisers’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 | $389K | Buy |
3,508
+41
| +1% | +$4.55K | 0.02% | 387 |
|
|
2025
Q1 | $431K | Buy |
3,467
+21
| +0.6% | +$2.61K | 0.02% | 362 |
|
|
2024
Q4 | $352K | Sell |
3,446
-1,064
| -24% | -$109K | 0.02% | 395 |
|
|
2024
Q3 | $467K | Hold |
4,510
| – | – | 0.03% | 343 |
|
|
2024
Q2 | $403K | Sell |
4,510
-66
| -1% | -$5.9K | 0.02% | 366 |
|
|
2024
Q1 | $401K | Sell |
4,576
-70
| -2% | -$6.13K | 0.03% | 374 |
|
|
2023
Q4 | $330K | Sell |
4,646
-115
| -2% | -$8.18K | 0.03% | 400 |
|
|
2023
Q3 | $333K | Sell |
4,761
-48
| -1% | -$3.35K | 0.03% | 379 |
|
|
2023
Q2 | $331K | Sell |
4,809
-27
| -0.6% | -$1.86K | 0.03% | 395 |
|
|
2023
Q1 | $278K | Hold |
4,836
| – | – | 0.03% | 439 |
|
|
2022
Q4 | $276K | Sell |
4,836
-169
| -3% | -$9.63K | 0.03% | 416 |
|
|
2022
Q3 | $303K | Hold |
5,005
| – | – | 0.03% | 381 |
|
|
2022
Q2 | $326K | Buy |
5,005
+502
| +11% | +$32.7K | 0.03% | 396 |
|
|
2022
Q1 | $325K | Sell |
4,503
-43
| -0.9% | -$3.1K | 0.03% | 378 |
|
|
2021
Q4 | $319K | Buy |
4,546
+40
| +0.9% | +$2.81K | 0.03% | 366 |
|
|
2021
Q3 | $250K | Buy |
4,506
+10
| +0.2% | +$555 | 0.02% | 413 |
|
|
2021
Q2 | $239K | Sell |
4,496
-146
| -3% | -$7.76K | 0.02% | 448 |
|
|
2021
Q1 | $212K | Buy |
4,642
+67
| +1% | +$3.06K | 0.02% | 463 |
|
|
2020
Q4 | $217K | Buy |
+4,575
| New | +$217K | 0.02% | 432 |
|
|
2020
Q3 | – | Sell |
-4,926
| Closed | -$201K | – | 453 |
|
|
2020
Q2 | $201K | Buy |
+4,926
| New | +$201K | 0.02% | 403 |
|
|
2016
Q3 | – | Sell |
-4,136
| Closed | -$77K | – | 496 |
|
|
2016
Q2 | $77K | Sell |
4,136
-130
| -3% | -$2.42K | 0.01% | 673 |
|
|
2016
Q1 | $76K | Buy |
+4,266
| New | +$76K | 0.02% | 676 |
|