Compass Ion 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 | $1.29M | Buy |
11,671
+2
| +0% | +$222 | 0.14% | 82 |
|
|
2025
Q1 | $1.45M | Buy |
11,669
+7
| +0.1% | +$871 | 0.17% | 73 |
|
|
2024
Q4 | $1.19M | Hold |
11,662
| – | – | 0.14% | 90 |
|
|
2024
Q3 | $1.21M | Hold |
11,662
| – | – | 0.15% | 84 |
|
|
2024
Q2 | $1.02M | Hold |
11,662
| – | – | 0.15% | 89 |
|
|
2024
Q1 | $1.02M | Buy |
11,662
+1,375
| +13% | +$120K | 0.15% | 89 |
|
|
2023
Q4 | $732K | Sell |
10,287
-230
| -2% | -$16.4K | 0.11% | 112 |
|
|
2023
Q3 | $735K | Buy |
+10,517
| New | +$735K | 0.13% | 108 |
|