Claro Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $721K | Sell |
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|
2024
Q4 | $729K | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $894K | Sell |
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|
2024
Q1 | $909K | Buy |
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|
2023
Q4 | $735K | Buy |
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|
2023
Q3 | $696K | Sell |
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|
2023
Q2 | $700K | Buy |
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|
2023
Q1 | $479K | Buy |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $342K | Hold |
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|
2022
Q2 | $342K | Buy |
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|
2022
Q1 | $277K | Hold |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | $209K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $31K | Buy |
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