Cyndeo Wealth Partners’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 | $1.73M | Buy |
15,598
+1,363
| +10% | +$151K | 0.1% | 175 |
|
|
2025
Q1 | $1.77M | Buy |
14,235
+2,027
| +17% | +$252K | 0.12% | 173 |
|
|
2024
Q4 | $1.25M | Hold |
12,208
| – | – | 0.08% | 194 |
|
|
2024
Q3 | $1.26M | Buy |
12,208
+370
| +3% | +$38.3K | 0.09% | 196 |
|
|
2024
Q2 | $1.06M | Buy |
11,838
+18
| +0.2% | +$1.61K | 0.08% | 206 |
|
|
2024
Q1 | $1.03M | Hold |
11,820
| – | – | 0.09% | 197 |
|
|
2023
Q4 | $841K | Buy |
11,820
+13
| +0.1% | +$924 | 0.08% | 200 |
|
|
2023
Q3 | $825K | Buy |
11,807
+10
| +0.1% | +$698 | 0.09% | 187 |
|
|
2023
Q2 | $812K | Buy |
+11,797
| New | +$812K | 0.08% | 182 |
|