Equitable Trust’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 | $1.47M | Buy |
13,258
+4,776
| +56% | +$530K | 0.07% | 177 |
|
|
2025
Q1 | $1.06M | Sell |
8,482
-3,213
| -27% | -$400K | 0.06% | 215 |
|
|
2024
Q4 | $1.19M | Buy |
11,695
+190
| +2% | +$19.4K | 0.07% | 197 |
|
|
2024
Q3 | $1.19M | Buy |
11,505
+282
| +3% | +$29.2K | 0.08% | 188 |
|
|
2024
Q2 | $1M | Sell |
11,223
-120
| -1% | -$10.7K | 0.07% | 195 |
|
|
2024
Q1 | $993K | Buy |
11,343
+5
| +0% | +$438 | 0.07% | 196 |
|
|
2023
Q4 | $806K | Sell |
11,338
-133
| -1% | -$9.46K | 0.06% | 210 |
|
|
2023
Q3 | $801K | Sell |
11,471
-237
| -2% | -$16.6K | 0.07% | 191 |
|
|
2023
Q2 | $806K | Buy |
11,708
+983
| +9% | +$67.7K | 0.06% | 195 |
|
|
2023
Q1 | $616K | Hold |
10,725
| – | – | 0.05% | 228 |
|
|
2022
Q4 | $611K | Buy |
+10,725
| New | +$611K | 0.05% | 235 |
|