Cornerstone Planning Group’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	$4.77K	Buy	52 +22	+73%	+$2.02K	﹤0.01%	736
2025 Q1	$3.55K	Buy	30 +11	+58%	+$1.3K	﹤0.01%	827
2024 Q4	$2.05K	Hold	19	–	–	﹤0.01%	789
2024 Q3	$2K	Buy	19 +3	+19%	+$315	﹤0.01%	773
2024 Q2	$1.58K	Buy	+16	New	+$1.58K	﹤0.01%	835