Disciplined Investments’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-34
| Closed | -$2.34K | – | 301 |
|
|
2023
Q2 | $2.34K | Buy |
34
+3
| +10% | +$207 | ﹤0.01% | 605 |
|
|
2023
Q1 | $1.78K | Sell |
31
-3
| -9% | -$172 | ﹤0.01% | 718 |
|
|
2022
Q4 | $1.94K | Buy |
34
+4
| +13% | +$228 | ﹤0.01% | 634 |
|
|
2022
Q3 | $2K | Sell |
30
-17
| -36% | -$1.13K | ﹤0.01% | 585 |
|
|
2022
Q2 | $3K | Buy |
47
+6
| +15% | +$383 | ﹤0.01% | 519 |
|
|
2022
Q1 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 544 |
|