Continuum Advisory’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 | – | Sell |
-527
| Closed | -$65.6K | – | 557 |
|
|
2025
Q1 | $65.6K | Sell |
527
-98
| -16% | -$12.2K | 0.01% | 605 |
|
|
2024
Q4 | $63.8K | Hold |
625
| – | – | 0.01% | 606 |
|
|
2024
Q3 | $68.5K | Hold |
625
| – | – | 0.01% | 589 |
|
|
2024
Q2 | $55.9K | Hold |
625
| – | – | 0.01% | 594 |
|
|
2024
Q1 | $53.5K | Buy |
+625
| New | +$53.5K | 0.01% | 589 |
|