CI Investments Inc’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 | $119K | Buy |
1,075
+74
| +7% | +$8.19K | ﹤0.01% | 855 |
|
|
2025
Q1 | $125K | Sell |
1,001
-127
| -11% | -$15.9K | ﹤0.01% | 827 |
|
|
2024
Q4 | $115K | Buy |
1,128
+157
| +16% | +$16K | ﹤0.01% | 893 |
|
|
2024
Q3 | $101K | Buy |
971
+18
| +2% | +$1.87K | ﹤0.01% | 845 |
|
|
2024
Q2 | $85K | Sell |
953
-1,594
| -63% | -$142K | ﹤0.01% | 861 |
|
|
2024
Q1 | $223K | Sell |
2,547
-251
| -9% | -$22K | ﹤0.01% | 668 |
|
|
2023
Q4 | $199K | Sell |
2,798
-1,395
| -33% | -$99.2K | ﹤0.01% | 643 |
|
|
2023
Q3 | $293K | Buy |
4,193
+2,184
| +109% | +$153K | ﹤0.01% | 541 |
|
|
2023
Q2 | $138K | Buy |
2,009
+54
| +3% | +$3.71K | ﹤0.01% | 705 |
|
|
2023
Q1 | $112K | Sell |
1,955
-66
| -3% | -$3.78K | ﹤0.01% | 710 |
|
|
2022
Q4 | $115K | Buy |
2,021
+1,711
| +552% | +$97.4K | ﹤0.01% | 705 |
|
|
2022
Q3 | $19K | Buy |
310
+282
| +1,007% | +$17.3K | ﹤0.01% | 1027 |
|
|
2022
Q2 | $2K | Sell |
28
-1
| -3% | -$71 | ﹤0.01% | 1137 |
|
|
2022
Q1 | $2K | Sell |
29
-1,662
| -98% | -$115K | ﹤0.01% | 1202 |
|
|
2021
Q4 | $119K | Sell |
1,691
-3,615
| -68% | -$254K | ﹤0.01% | 858 |
|
|
2021
Q3 | $294K | Sell |
5,306
-38
| -0.7% | -$2.11K | ﹤0.01% | 675 |
|
|
2021
Q2 | $284K | Buy |
5,344
+1,003
| +23% | +$53.3K | ﹤0.01% | 697 |
|
|
2021
Q1 | $198K | Sell |
4,341
-1,206
| -22% | -$55K | ﹤0.01% | 666 |
|
|
2020
Q4 | $263K | Buy |
5,547
+809
| +17% | +$38.4K | ﹤0.01% | 623 |
|
|
2020
Q3 | $214K | Buy |
4,738
+1,508
| +47% | +$68.1K | ﹤0.01% | 564 |
|
|
2020
Q2 | $132K | Sell |
3,230
-36,829
| -92% | -$1.51M | ﹤0.01% | 549 |
|
|
2020
Q1 | $1.45M | Sell |
40,059
-4,789
| -11% | -$173K | 0.01% | 320 |
|
|
2019
Q4 | $1.77M | Buy |
+44,848
| New | +$1.77M | 0.01% | 330 |
|