Curi RMB Capital’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 | $492K | Buy |
+4,441
| New | +$492K | 0.01% | 516 |
|
|
2025
Q1 | – | Sell |
-2,046
| Closed | -$209K | – | 486 |
|
|
2024
Q4 | $209K | Sell |
2,046
-1,017
| -33% | -$104K | ﹤0.01% | 506 |
|
|
2024
Q3 | $317K | Buy |
+3,063
| New | +$317K | 0.01% | 483 |
|
|
2023
Q2 | – | Sell |
-3,715
| Closed | -$213K | – | 509 |
|
|
2023
Q1 | $213K | Hold |
3,715
| – | – | 0.01% | 469 |
|
|
2022
Q4 | $212K | Sell |
3,715
-2,237
| -38% | -$127K | 0.01% | 451 |
|
|
2022
Q3 | $360K | Buy |
5,952
+97
| +2% | +$5.87K | 0.01% | 391 |
|
|
2022
Q2 | $342K | Sell |
5,855
-1,277
| -18% | -$74.6K | 0.01% | 401 |
|
|
2022
Q1 | $515K | Buy |
7,132
+2,677
| +60% | +$193K | 0.02% | 329 |
|
|
2021
Q4 | $313K | Hold |
4,455
| – | – | 0.01% | 397 |
|
|
2021
Q3 | $247K | Hold |
4,455
| – | – | 0.01% | 416 |
|
|
2021
Q2 | $237K | Buy |
+4,455
| New | +$237K | 0.01% | 435 |
|