Elser Financial Planning’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	$3.28M	Sell	29,554 -6	-0%	-$665	4.09%	5
2025 Q1	$3.68M	Sell	29,560 -6,275	-18%	-$781K	5.09%	4
2024 Q4	$3.66M	Sell	35,835 -2,994	-8%	-$305K	0.22%	21
2024 Q3	$4.02M	Sell	38,829 -950	-2%	-$98.4K	5.84%	3
2024 Q2	$3.56M	Buy	+39,779	New	+$3.56M	0.59%	17