Edgestream Partners’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 |
-5,893
| Closed | -$733K | – | 858 |
|
|
2025
Q1 | $733K | Sell |
5,893
-25,774
| -81% | -$3.21M | 0.02% | 650 |
|
|
2024
Q4 | $3.23M | Buy |
31,667
+10,017
| +46% | +$1.02M | 0.14% | 292 |
|
|
2024
Q3 | $2.24M | Buy |
21,650
+1,309
| +6% | +$136K | 0.1% | 367 |
|
|
2024
Q2 | $1.82M | Sell |
20,341
-70,928
| -78% | -$6.34M | 0.09% | 366 |
|
|
2024
Q1 | $7.99M | Buy |
+91,269
| New | +$7.99M | 0.4% | 23 |
|
|
2023
Q3 | – | Sell |
-11,425
| Closed | -$786K | – | 823 |
|
|
2023
Q2 | $786K | Buy |
+11,425
| New | +$786K | 0.07% | 413 |
|
|
2022
Q4 | – | Sell |
-31,403
| Closed | -$1.9M | – | 513 |
|
|
2022
Q3 | $1.9M | Buy |
+31,403
| New | +$1.9M | 0.15% | 199 |
|
|
2022
Q2 | – | Sell |
-37,493
| Closed | -$2.71M | – | 516 |
|
|
2022
Q1 | $2.71M | Sell |
37,493
-231,919
| -86% | -$16.8M | 0.22% | 158 |
|
|
2021
Q4 | $18.9M | Sell |
269,412
-129,360
| -32% | -$9.09M | 1.18% | 8 |
|
|
2021
Q3 | $22.1M | Buy |
398,772
+282,980
| +244% | +$15.7M | 1.37% | 4 |
|
|
2021
Q2 | $6.15M | Buy |
+115,792
| New | +$6.15M | 0.36% | 90 |
|