D.A. Davidson & Co’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 | $2.61M | Sell |
23,583
-5,714
| -20% | -$634K | 0.02% | 530 |
|
|
2025
Q1 | $3.64M | Sell |
29,297
-544
| -2% | -$67.7K | 0.03% | 393 |
|
|
2024
Q4 | $3.04M | Buy |
29,841
+361
| +1% | +$36.8K | 0.02% | 437 |
|
|
2024
Q3 | $3.05M | Buy |
29,480
+828
| +3% | +$85.8K | 0.03% | 440 |
|
|
2024
Q2 | $2.56M | Buy |
28,652
+4,769
| +20% | +$426K | 0.02% | 470 |
|
|
2024
Q1 | $2.09M | Sell |
23,883
-367
| -2% | -$32.1K | 0.02% | 519 |
|
|
2023
Q4 | $1.72M | Buy |
24,250
+368
| +2% | +$26.2K | 0.02% | 539 |
|
|
2023
Q3 | $1.67M | Sell |
23,882
-228
| -0.9% | -$15.9K | 0.02% | 523 |
|
|
2023
Q2 | $1.66M | Buy |
+24,110
| New | +$1.66M | 0.02% | 533 |
|
|
2017
Q3 | – | Sell |
-400
| Closed | -$8K | – | 1192 |
|
|
2017
Q2 | $8K | Hold |
400
| – | – | ﹤0.01% | 2095 |
|
|
2017
Q1 | $8K | Sell |
400
-9,302
| -96% | -$186K | ﹤0.01% | 2075 |
|
|
2016
Q4 | $217K | Sell |
9,702
-184
| -2% | -$4.12K | ﹤0.01% | 965 |
|
|
2016
Q3 | $186K | Buy |
9,886
+614
| +7% | +$11.6K | ﹤0.01% | 975 |
|
|
2016
Q2 | $172K | Buy |
9,272
+1,572
| +20% | +$29.2K | 0.01% | 894 |
|
|
2016
Q1 | $137K | Buy |
7,700
+784
| +11% | +$13.9K | ﹤0.01% | 988 |
|
|
2015
Q4 | $111K | Buy |
6,916
+186
| +3% | +$2.99K | ﹤0.01% | 1075 |
|
|
2015
Q3 | $104K | Sell |
6,730
-192
| -3% | -$2.97K | ﹤0.01% | 1083 |
|
|
2015
Q2 | $113K | Sell |
6,922
-48,932
| -88% | -$799K | ﹤0.01% | 1098 |
|
|
2015
Q1 | $923K | Sell |
55,854
-1,334
| -2% | -$22K | 0.03% | 419 |
|
|
2014
Q4 | $940K | Buy |
57,188
+444
| +0.8% | +$7.3K | 0.03% | 423 |
|
|
2014
Q3 | $911K | Sell |
56,744
-33,226
| -37% | -$533K | 0.03% | 440 |
|
|
2014
Q2 | $1.38M | Buy |
89,970
+3,724
| +4% | +$57.1K | 0.05% | 349 |
|
|
2014
Q1 | $1.33M | Buy |
86,246
+79,162
| +1,117% | +$1.22M | 0.05% | 334 |
|
|
2013
Q4 | $111K | Buy |
7,084
+2,092
| +42% | +$32.8K | ﹤0.01% | 1021 |
|
|
2013
Q3 | $80K | Sell |
4,992
-200
| -4% | -$3.21K | ﹤0.01% | 980 |
|
|
2013
Q2 | $83K | Buy |
+5,192
| New | +$83K | ﹤0.01% | 936 |
|