Concord Wealth Partners’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-44
| Closed | -$4.49K | – | 835 |
|
|
2024
Q4 | $4.49K | Hold |
44
| – | – | ﹤0.01% | 615 |
|
|
2024
Q3 | $4.56K | Buy |
+44
| New | +$4.56K | ﹤0.01% | 650 |
|
|
2023
Q4 | – | Sell |
-34
| Closed | -$2.38K | – | 844 |
|
|
2023
Q3 | $2.38K | Hold |
34
| – | – | ﹤0.01% | 845 |
|
|
2023
Q2 | $2.34K | Hold |
34
| – | – | ﹤0.01% | 842 |
|
|
2023
Q1 | $1.95K | Hold |
34
| – | – | ﹤0.01% | 815 |
|
|
2022
Q4 | $1.94K | Buy |
+34
| New | +$1.94K | ﹤0.01% | 940 |
|
|
2022
Q3 | – | Sell |
-358
| Closed | -$21K | – | 282 |
|
|
2022
Q2 | $21K | Hold |
358
| – | – | 0.01% | 531 |
|
|
2022
Q1 | $26K | Sell |
358
-46
| -11% | -$3.34K | 0.01% | 578 |
|
|
2021
Q4 | $28K | Buy |
404
+370
| +1,088% | +$25.6K | 0.01% | 567 |
|
|
2021
Q3 | $2K | Sell |
34
-303
| -90% | -$17.8K | ﹤0.01% | 734 |
|
|
2021
Q2 | $18K | Hold |
337
| – | – | 0.01% | 520 |
|
|
2021
Q1 | $15K | Buy |
+337
| New | +$15K | 0.01% | 521 |
|