Claro Advisors’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 |
-5,796
| Closed | -$721K | – | 392 |
|
|
2025
Q1 | $721K | Sell |
5,796
-1,349
| -19% | -$168K | 0.1% | 189 |
|
|
2024
Q4 | $729K | Sell |
7,145
-2,564
| -26% | -$262K | 0.1% | 191 |
|
|
2024
Q3 | $1.01M | Sell |
9,709
-293
| -3% | -$30.4K | 0.13% | 151 |
|
|
2024
Q2 | $894K | Sell |
10,002
-387
| -4% | -$34.6K | 0.14% | 146 |
|
|
2024
Q1 | $909K | Buy |
10,389
+56
| +0.5% | +$4.9K | 0.16% | 150 |
|
|
2023
Q4 | $735K | Buy |
10,333
+368
| +4% | +$26.2K | 0.16% | 150 |
|
|
2023
Q3 | $696K | Sell |
9,965
-203
| -2% | -$14.2K | 0.17% | 143 |
|
|
2023
Q2 | $700K | Buy |
10,168
+1,829
| +22% | +$126K | 0.17% | 144 |
|
|
2023
Q1 | $479K | Buy |
8,339
+886
| +12% | +$50.9K | 0.14% | 183 |
|
|
2022
Q4 | $425K | Buy |
7,453
+1,590
| +27% | +$90.6K | 0.14% | 186 |
|
|
2022
Q3 | $342K | Hold |
5,863
| – | – | 0.14% | 175 |
|
|
2022
Q2 | $342K | Buy |
5,863
+1,926
| +49% | +$112K | 0.14% | 175 |
|
|
2022
Q1 | $277K | Hold |
3,937
| – | – | 0.1% | 207 |
|
|
2021
Q4 | $277K | Buy |
3,937
+171
| +5% | +$12K | 0.1% | 207 |
|
|
2021
Q3 | $209K | Buy |
+3,766
| New | +$209K | 0.09% | 232 |
|
|
2019
Q1 | – | Sell |
-1,050
| Closed | -$31K | – | 248 |
|
|
2018
Q4 | $31K | Buy |
+1,050
| New | +$31K | 0.02% | 441 |
|