EverSource Wealth Advisors’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 | $116K | Buy |
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|
2025
Q1 | $102K | Buy |
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|
2024
Q4 | $50K | Buy |
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|
2024
Q3 | $28.3K | Buy |
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|
2024
Q2 | $21.1K | Buy |
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|
2024
Q1 | $15.1K | Buy |
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|
2023
Q4 | $11.7K | Buy |
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|
2023
Q3 | $11.2K | Hold |
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|
2023
Q2 | $11K | Buy |
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|
2023
Q1 | $8.73K | Buy |
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|
2022
Q4 | $2.17K | Buy |
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