CWS Financial 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
Q1 | – | Sell |
-3,181
| Closed | -$226K | – | 114 |
|
|
2023
Q4 | $226K | Sell |
3,181
-983
| -24% | -$69.9K | 0.08% | 135 |
|
|
2023
Q3 | $291K | Sell |
4,164
-515
| -11% | -$36K | 0.12% | 114 |
|
|
2023
Q2 | $322K | Hold |
4,679
| – | – | 0.12% | 112 |
|
|
2023
Q1 | $269K | Sell |
4,679
-2,468
| -35% | -$142K | 0.11% | 119 |
|
|
2022
Q4 | $327K | Buy |
7,147
+2,209
| +45% | +$101K | 0.14% | 100 |
|
|
2022
Q3 | $299K | Sell |
4,938
-12
| -0.2% | -$727 | 0.14% | 106 |
|
|
2022
Q2 | $289K | Sell |
4,950
-1,537
| -24% | -$89.7K | 0.13% | 113 |
|
|
2022
Q1 | $469K | Sell |
6,487
-613
| -9% | -$44.3K | 0.18% | 86 |
|
|
2021
Q4 | $499K | Buy |
+7,100
| New | +$499K | 0.18% | 86 |
|
|
2021
Q2 | $389K | Buy |
7,322
+175
| +2% | +$9.3K | 0.16% | 96 |
|
|
2021
Q1 | $327K | Buy |
7,147
+130
| +2% | +$5.95K | 0.14% | 100 |
|
|
2020
Q4 | $333K | Sell |
7,017
-45
| -0.6% | -$2.14K | 0.19% | 94 |
|
|
2020
Q3 | $320K | Hold |
7,062
| – | – | 0.21% | 90 |
|
|
2020
Q2 | $288K | Sell |
7,062
-699
| -9% | -$28.5K | 0.21% | 99 |
|
|
2020
Q1 | $306K | Hold |
7,761
| – | – | 0.23% | 86 |
|
|
2019
Q4 | $306K | Buy |
+7,761
| New | +$306K | 0.22% | 86 |
|