Concord Wealth Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $4.49K | Hold |
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|
2024
Q3 | $4.56K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.38K | Hold |
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|
2023
Q2 | $2.34K | Hold |
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|
2023
Q1 | $1.95K | Hold |
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|
2022
Q4 | $1.94K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $21K | Hold |
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|
2022
Q1 | $26K | Sell |
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|
2021
Q4 | $28K | Buy |
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|
2021
Q3 | $2K | Sell |
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|
2021
Q2 | $18K | Hold |
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|
2021
Q1 | $15K | Buy |
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