CoreCap 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 | $792K | Buy |
7,146
+5,879
| +464% | +$652K | 0.03% | 402 |
|
|
2025
Q1 | $158K | Sell |
1,267
-7,327
| -85% | -$911K | 0.01% | 740 |
|
|
2024
Q4 | $877K | Buy |
8,594
+646
| +8% | +$65.9K | 0.04% | 349 |
|
|
2024
Q3 | $823K | Buy |
+7,948
| New | +$823K | 0.04% | 347 |
|
|
2024
Q2 | – | Sell |
-1,294
| Closed | -$113K | – | 1734 |
|
|
2024
Q1 | $113K | Buy |
+1,294
| New | +$113K | 0.01% | 798 |
|
|
2023
Q3 | – | Sell |
-2,940
| Closed | -$202K | – | 561 |
|
|
2023
Q2 | $202K | Buy |
+2,940
| New | +$202K | 0.01% | 534 |
|
|
2022
Q4 | $55.2K | Buy |
+969
| New | +$55.2K | ﹤0.01% | 958 |
|
|
2022
Q3 | – | Sell |
-597
| Closed | -$35K | – | 728 |
|
|
2022
Q2 | $35K | Buy |
+597
| New | +$35K | ﹤0.01% | 1051 |
|
|
2022
Q1 | – | Sell |
-595
| Closed | -$42K | – | 740 |
|
|
2021
Q4 | $42K | Buy |
+595
| New | +$42K | ﹤0.01% | 1052 |
|