Creative Planning’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 | $7.78M | Buy |
70,198
+3,433
| +5% | +$381K | 0.01% | 595 |
|
|
2025
Q1 | $8.31M | Buy |
66,765
+1,619
| +2% | +$201K | 0.01% | 550 |
|
|
2024
Q4 | $6.65M | Buy |
65,146
+35,254
| +118% | +$3.6M | 0.01% | 574 |
|
|
2024
Q3 | $3.1M | Buy |
29,892
+112
| +0.4% | +$11.6K | ﹤0.01% | 843 |
|
|
2024
Q2 | $2.66M | Buy |
29,780
+12,236
| +70% | +$1.09M | ﹤0.01% | 864 |
|
|
2024
Q1 | $1.54M | Buy |
17,544
+3,510
| +25% | +$307K | ﹤0.01% | 1087 |
|
|
2023
Q4 | $998K | Buy |
14,034
+5,253
| +60% | +$374K | ﹤0.01% | 1229 |
|
|
2023
Q3 | $613K | Sell |
8,781
-881
| -9% | -$61.5K | ﹤0.01% | 1427 |
|
|
2023
Q2 | $665K | Sell |
9,662
-379
| -4% | -$26.1K | ﹤0.01% | 1377 |
|
|
2023
Q1 | $577K | Sell |
10,041
-5,182
| -34% | -$298K | ﹤0.01% | 1375 |
|
|
2022
Q4 | $867K | Buy |
15,223
+1,483
| +11% | +$84.5K | ﹤0.01% | 1103 |
|
|
2022
Q3 | $831K | Buy |
13,740
+734
| +6% | +$44.4K | ﹤0.01% | 1036 |
|
|
2022
Q2 | $759K | Buy |
13,006
+5,999
| +86% | +$350K | ﹤0.01% | 1085 |
|
|
2022
Q1 | $506K | Buy |
7,007
+1,991
| +40% | +$144K | ﹤0.01% | 1314 |
|
|
2021
Q4 | $353K | Sell |
5,016
-61
| -1% | -$4.29K | ﹤0.01% | 1513 |
|
|
2021
Q3 | $282K | Buy |
5,077
+1
| +0% | +$56 | ﹤0.01% | 1629 |
|
|
2021
Q2 | $270K | Sell |
5,076
-614
| -11% | -$32.7K | ﹤0.01% | 1611 |
|
|
2021
Q1 | $260K | Sell |
5,690
-1,183
| -17% | -$54.1K | ﹤0.01% | 1857 |
|
|
2020
Q4 | $326K | Buy |
6,873
+357
| +5% | +$16.9K | ﹤0.01% | 1540 |
|
|
2020
Q3 | $295K | Sell |
6,516
-208
| -3% | -$9.42K | ﹤0.01% | 1405 |
|
|
2020
Q2 | $274K | Buy |
6,724
+591
| +10% | +$24.1K | ﹤0.01% | 1347 |
|
|
2020
Q1 | $222K | Buy |
6,133
+404
| +7% | +$14.6K | ﹤0.01% | 1331 |
|
|
2019
Q4 | $226K | Buy |
5,729
+95
| +2% | +$3.75K | ﹤0.01% | 1559 |
|
|
2019
Q3 | $203K | Buy |
+5,634
| New | +$203K | ﹤0.01% | 1587 |
|
|
2017
Q3 | – | Sell |
-1,870
| Closed | -$40K | – | 2074 |
|
|
2017
Q2 | $40K | Buy |
1,870
+154
| +9% | +$3.29K | ﹤0.01% | 2658 |
|
|
2017
Q1 | $36K | Buy |
1,716
+560
| +48% | +$11.7K | ﹤0.01% | 2676 |
|
|
2016
Q4 | $26K | Buy |
1,156
+2
| +0.2% | +$45 | ﹤0.01% | 2851 |
|
|
2016
Q3 | $22K | Buy |
1,154
+154
| +15% | +$2.94K | ﹤0.01% | 2961 |
|
|
2016
Q2 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 2798 |
|
|
2016
Q1 | $18K | Sell |
1,000
-170
| -15% | -$3.06K | ﹤0.01% | 2798 |
|
|
2015
Q4 | $19K | Sell |
1,170
-416
| -26% | -$6.76K | ﹤0.01% | 2841 |
|
|
2015
Q3 | $25K | Buy |
+1,586
| New | +$25K | ﹤0.01% | 2530 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$8K | – | 1292 |
|
|
2015
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 3248 |
|
|
2014
Q4 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 3169 |
|