DSM Capital Partners’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-299
| Closed | -$31K | – | 51 |
|
|
2024
Q3 | $31K | Hold |
299
| – | – | ﹤0.01% | 79 |
|
|
2024
Q2 | $26.7K | Hold |
299
| – | – | ﹤0.01% | 84 |
|
|
2024
Q1 | $26.2K | Buy |
299
+103
| +53% | +$9.02K | ﹤0.01% | 95 |
|
|
2023
Q4 | $13.9K | Buy |
+196
| New | +$13.9K | ﹤0.01% | 120 |
|
|
2014
Q1 | – | Sell |
-73,650
| Closed | -$1.16M | – | 76 |
|
|
2013
Q4 | $1.16M | Buy |
73,650
+22,960
| +45% | +$360K | 0.02% | 61 |
|
|
2013
Q3 | $814K | Buy |
+50,690
| New | +$814K | 0.02% | 70 |
|