Delta Asset 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
Q1 | – | Sell |
-250
| Closed | -$25.5K | – | 611 |
|
|
2024
Q4 | $25.5K | Hold |
250
| – | – | ﹤0.01% | 336 |
|
|
2024
Q3 | $25.9K | Hold |
250
| – | – | ﹤0.01% | 340 |
|
|
2024
Q2 | $22.4K | Hold |
250
| – | – | ﹤0.01% | 347 |
|
|
2024
Q1 | $21.9K | Hold |
250
| – | – | ﹤0.01% | 355 |
|
|
2023
Q4 | $17.8K | Hold |
250
| – | – | ﹤0.01% | 383 |
|
|
2023
Q3 | $17.5K | Hold |
250
| – | – | ﹤0.01% | 372 |
|
|
2023
Q2 | $17.2K | Hold |
250
| – | – | ﹤0.01% | 384 |
|
|
2023
Q1 | $14.4K | Hold |
250
| – | – | ﹤0.01% | 385 |
|
|
2022
Q4 | $14.2K | Buy |
+250
| New | +$14.2K | ﹤0.01% | 381 |
|
|
2022
Q1 | – | Sell |
-250
| Closed | -$18K | – | 201 |
|
|
2021
Q4 | $18K | Hold |
250
| – | – | ﹤0.01% | 367 |
|
|
2021
Q3 | $14K | Hold |
250
| – | – | ﹤0.01% | 399 |
|
|
2021
Q2 | $13K | Hold |
250
| – | – | ﹤0.01% | 414 |
|
|
2021
Q1 | $11K | Hold |
250
| – | – | ﹤0.01% | 422 |
|
|
2020
Q4 | $12K | Hold |
250
| – | – | ﹤0.01% | 401 |
|
|
2020
Q3 | $11K | Hold |
250
| – | – | ﹤0.01% | 382 |
|
|
2020
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 399 |
|
|
2020
Q1 | $9K | Hold |
250
| – | – | ﹤0.01% | 410 |
|
|
2019
Q4 | $10K | Hold |
250
| – | – | ﹤0.01% | 440 |
|
|
2019
Q3 | $9K | Hold |
250
| – | – | ﹤0.01% | 438 |
|
|
2019
Q2 | $8K | Hold |
250
| – | – | ﹤0.01% | 411 |
|
|
2019
Q1 | $7K | Hold |
250
| – | – | ﹤0.01% | 408 |
|
|
2018
Q4 | $7K | Hold |
250
| – | – | ﹤0.01% | 459 |
|
|
2018
Q3 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 499 |
|