Crewe Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-297
| Closed | -$26.6K | – | 754 |
|
|
2024
Q2 | $26.6K | Buy |
297
+228
| +330% | +$20.4K | ﹤0.01% | 501 |
|
|
2024
Q1 | $6.04K | Buy |
+69
| New | +$6.04K | ﹤0.01% | 697 |
|
|
2023
Q1 | – | Sell |
-54
| Closed | -$3.08K | – | 838 |
|
|
2022
Q4 | $3.08K | Sell |
54
-75
| -58% | -$4.27K | ﹤0.01% | 768 |
|
|
2022
Q3 | $8K | Buy |
129
+75
| +139% | +$4.65K | ﹤0.01% | 711 |
|
|
2022
Q2 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 869 |
|