Copperwynd Financial’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 | $265K | Buy |
2,394
+136
| +6% | +$15.1K | 0.07% | 130 |
|
|
2025
Q1 | $281K | Sell |
2,258
-364
| -14% | -$45.3K | 0.08% | 124 |
|
|
2024
Q4 | $268K | Buy |
2,622
+52
| +2% | +$5.31K | 0.07% | 115 |
|
|
2024
Q3 | $266K | Sell |
2,570
-202
| -7% | -$20.9K | 0.08% | 119 |
|
|
2024
Q2 | $276K | Buy |
2,772
+126
| +5% | +$12.5K | 0.09% | 119 |
|
|
2024
Q1 | $232K | Buy |
+2,646
| New | +$232K | 0.08% | 129 |
|