Dogwood 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 | – | Sell |
-16
| Closed | -$1.99K | – | 700 |
|
|
2025
Q1 | $1.99K | Buy |
+16
| New | +$1.99K | ﹤0.01% | 340 |
|
|
2024
Q4 | – | Hold |
0
| – | -$3 | – | 331 |
|
|
2024
Q3 | – | Hold |
0
| – | -$3 | – | 385 |
|
|
2024
Q2 | – | Hold |
0
| – | -$2 | – | 418 |
|
|
2024
Q1 | – | Hold |
0
| – | -$3 | – | 464 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 448 |
|