Diversified Trust’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
Q4 | $871K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $227K | Sell |
|
|||||
|
2023
Q4 | $310K | Buy |
|
|||||
|
2023
Q3 | $298K | Sell |
|
|||||
|
2023
Q2 | $295K | Sell |
|
|||||
|
2023
Q1 | $418K | Buy |
|
|||||
|
2022
Q4 | $304K | Buy |
|
|||||
|
2022
Q3 | $267K | Sell |
|
|||||
|
2022
Q2 | $298K | Buy |
|
|||||
|
2022
Q1 | $236K | Sell |
|
|||||
|
2021
Q4 | $365K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $420K | Buy |
|