Darwin Wealth Management’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 | $30K | Sell |
270
-499
| -65% | -$55.4K | 0.01% | 242 |
|
|
2025
Q1 | $78.5K | Hold |
769
| – | – | 0.03% | 194 |
|
|
2024
Q4 | $78.5K | Sell |
769
-2,631
| -77% | -$269K | 0.03% | 194 |
|
|
2024
Q3 | $352K | Buy |
+3,400
| New | +$352K | 0.1% | 110 |
|
|
2024
Q2 | – | Sell |
-3,400
| Closed | -$298K | – | 90 |
|
|
2024
Q1 | $298K | Hold |
3,400
| – | – | 0.08% | 111 |
|
|
2023
Q4 | $242K | Hold |
3,400
| – | – | 0.06% | 132 |
|
|
2023
Q3 | $237K | Hold |
3,400
| – | – | 0.06% | 132 |
|
|
2023
Q2 | $236K | Hold |
3,400
| – | – | 0.06% | 133 |
|
|
2023
Q1 | $203K | Hold |
3,400
| – | – | 0.06% | 152 |
|
|
2022
Q4 | $208K | Hold |
3,400
| – | – | 0.05% | 161 |
|
|
2022
Q3 | $208K | Hold |
3,400
| – | – | 0.05% | 148 |
|
|
2022
Q2 | $214K | Hold |
3,400
| – | – | 0.04% | 156 |
|
|
2022
Q1 | $246K | Hold |
3,400
| – | – | 0.04% | 153 |
|
|
2021
Q4 | $218K | Buy |
+3,400
| New | +$218K | 0.03% | 159 |
|
|
2020
Q2 | – | Sell |
-4,439
| Closed | -$160K | – | 223 |
|
|
2020
Q1 | $160K | Buy |
+4,439
| New | +$160K | 0.05% | 150 |
|
|
2019
Q3 | – | Sell |
-6,014
| Closed | -$201K | – | 146 |
|
|
2019
Q2 | $201K | Buy |
+6,014
| New | +$201K | 0.06% | 143 |
|