Covestor’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 | $75K | Sell |
677
-260
| -28% | -$28.8K | 0.04% | 707 |
|
|
2025
Q1 | $117K | Buy |
937
+105
| +13% | +$13.1K | 0.08% | 383 |
|
|
2024
Q4 | $85K | Buy |
832
+152
| +22% | +$15.5K | 0.05% | 613 |
|
|
2024
Q3 | $70K | Sell |
680
-48
| -7% | -$4.94K | 0.04% | 718 |
|
|
2024
Q2 | $65K | Buy |
728
+528
| +264% | +$47.1K | 0.04% | 733 |
|
|
2024
Q1 | $18K | Sell |
200
-572
| -74% | -$51.5K | 0.01% | 1242 |
|
|
2023
Q4 | $55K | Buy |
772
+2
| +0.3% | +$142 | 0.04% | 805 |
|
|
2023
Q3 | $54K | Sell |
770
-7
| -0.9% | -$491 | 0.04% | 733 |
|
|
2023
Q2 | $54K | Sell |
777
-179
| -19% | -$12.4K | 0.04% | 747 |
|
|
2023
Q1 | $55K | Buy |
956
+131
| +16% | +$7.54K | 0.05% | 669 |
|
|
2022
Q4 | $47K | Buy |
825
+205
| +33% | +$11.7K | 0.04% | 752 |
|
|
2022
Q3 | $38K | Sell |
620
-916
| -60% | -$56.1K | 0.03% | 797 |
|
|
2022
Q2 | $90K | Hold |
1,536
| – | – | 0.07% | 465 |
|
|
2022
Q1 | $111K | Buy |
1,536
+599
| +64% | +$43.3K | 0.07% | 429 |
|
|
2021
Q4 | $66K | Buy |
+937
| New | +$66K | 0.09% | 363 |
|