EverSource Wealth Advisors’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 | $116K | Buy |
1,045
+223
| +27% | +$24.7K | 0.01% | 1120 |
|
|
2025
Q1 | $102K | Buy |
822
+332
| +68% | +$41.3K | 0.01% | 902 |
|
|
2024
Q4 | $50K | Buy |
490
+217
| +79% | +$22.1K | ﹤0.01% | 1190 |
|
|
2024
Q3 | $28.3K | Buy |
273
+61
| +29% | +$6.32K | ﹤0.01% | 1314 |
|
|
2024
Q2 | $21.1K | Buy |
212
+27
| +15% | +$2.69K | ﹤0.01% | 1482 |
|
|
2024
Q1 | $15.1K | Buy |
185
+20
| +12% | +$1.63K | ﹤0.01% | 1495 |
|
|
2023
Q4 | $11.7K | Buy |
165
+5
| +3% | +$356 | ﹤0.01% | 1491 |
|
|
2023
Q3 | $11.2K | Hold |
160
| – | – | ﹤0.01% | 1375 |
|
|
2023
Q2 | $11K | Buy |
160
+8
| +5% | +$551 | ﹤0.01% | 1393 |
|
|
2023
Q1 | $8.73K | Buy |
152
+114
| +300% | +$6.55K | ﹤0.01% | 1420 |
|
|
2022
Q4 | $2.17K | Buy |
+38
| New | +$2.17K | ﹤0.01% | 1890 |
|