Evermay Wealth Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Hold |
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|
2025
Q1 | $2.05M | Sell |
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|
2024
Q4 | $1.73M | Hold |
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|
2024
Q3 | $1.76M | Hold |
|
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|
2024
Q2 | $1.52M | Hold |
|
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $1.21M | Buy |
|
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|
2023
Q3 | $1.19M | Hold |
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|
2023
Q2 | $1.17M | Hold |
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|
2023
Q1 | $975K | Hold |
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|
2022
Q4 | $967K | Sell |
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|
2022
Q3 | $1.12M | Hold |
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|
2022
Q2 | $1.08M | Hold |
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|
2022
Q1 | $1.34M | Buy |
|