Coldstream Capital Management’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 | $3.11M | Sell |
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|
2025
Q1 | $3.51M | Sell |
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|
2024
Q4 | $3.14M | Buy |
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|
2024
Q3 | $3.11M | Buy |
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|
2024
Q2 | $2.58M | Buy |
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|
2024
Q1 | $2.47M | Sell |
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|
2023
Q4 | $2.24M | Sell |
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|
2023
Q3 | $2.21M | Sell |
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|
2023
Q2 | $2.19M | Sell |
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|
2023
Q1 | $1.83M | Buy |
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|
2022
Q4 | $1.77M | Buy |
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|
2022
Q2 | $1.77M | Buy |
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|
2022
Q1 | $2.07M | Sell |
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|
2021
Q4 | $3.21M | Buy |
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|
2021
Q3 | $985K | Sell |
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|
2021
Q2 | $3.02M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $949K | Buy |
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