Darwin Wealth Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.4K | Hold |
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|
2025
Q2 | $30K | Sell |
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|
2025
Q1 | $78.5K | Hold |
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|
2024
Q4 | $78.5K | Sell |
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|
2024
Q3 | $352K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $298K | Hold |
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|
2023
Q4 | $242K | Hold |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $203K | Hold |
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|
2022
Q4 | $208K | Hold |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $214K | Hold |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $218K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $160K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $201K | Buy |
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