CreativeOne Wealth’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 | $487K | Buy |
4,392
+1,627
| +59% | +$180K | 0.01% | 757 |
|
|
2025
Q1 | $344K | Sell |
2,765
-5
| -0.2% | -$622 | 0.01% | 816 |
|
|
2024
Q4 | $283K | Buy |
2,770
+22
| +0.8% | +$2.25K | 0.01% | 905 |
|
|
2024
Q3 | $285K | Buy |
2,748
+205
| +8% | +$21.2K | 0.01% | 787 |
|
|
2024
Q2 | $227K | Buy |
+2,543
| New | +$227K | 0.01% | 690 |
|
|
2023
Q4 | – | Sell |
-4,586
| Closed | -$320K | – | 622 |
|
|
2023
Q3 | $320K | Sell |
4,586
-7,748
| -63% | -$541K | 0.02% | 429 |
|
|
2023
Q2 | $849K | Buy |
+12,334
| New | +$849K | 0.04% | 357 |
|