Creative Planning’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.78M | Buy |
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|
2025
Q1 | $8.31M | Buy |
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|
2024
Q4 | $6.65M | Buy |
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|
2024
Q3 | $3.1M | Buy |
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|
2024
Q2 | $2.66M | Buy |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $998K | Buy |
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|
2023
Q3 | $613K | Sell |
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|
2023
Q2 | $665K | Sell |
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|
2023
Q1 | $577K | Sell |
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|
2022
Q4 | $867K | Buy |
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|
2022
Q3 | $831K | Buy |
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|
2022
Q2 | $759K | Buy |
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|
2022
Q1 | $506K | Buy |
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|
2021
Q4 | $353K | Sell |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q2 | $270K | Sell |
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|
2021
Q1 | $260K | Sell |
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|
2020
Q4 | $326K | Buy |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $274K | Buy |
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|
2020
Q1 | $222K | Buy |
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|
2019
Q4 | $226K | Buy |
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|
2019
Q3 | $203K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $40K | Buy |
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|
2017
Q1 | $36K | Buy |
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|
2016
Q4 | $26K | Buy |
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|
2016
Q3 | $22K | Buy |
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|
2016
Q2 | $19K | Hold |
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|
2016
Q1 | $18K | Sell |
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|
2015
Q4 | $19K | Sell |
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|
2015
Q3 | $25K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $8K | Hold |
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|
2014
Q4 | $8K | Buy |
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