Faithward 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 | $3.41M | Buy |
30,750
+953
| +3% | +$106K | 0.53% | 60 |
|
|
2025
Q1 | $3.71M | Sell |
29,797
-225
| -0.7% | -$28K | 0.65% | 43 |
|
|
2024
Q4 | $3.06M | Buy |
30,022
+1,634
| +6% | +$167K | 0.52% | 59 |
|
|
2024
Q3 | $2.94M | Buy |
28,388
+25,391
| +847% | +$2.63M | 0.51% | 59 |
|
|
2024
Q2 | $268K | Sell |
2,997
-167
| -5% | -$14.9K | 0.05% | 218 |
|
|
2024
Q1 | $277K | Buy |
+3,164
| New | +$277K | 0.05% | 208 |
|
|
2022
Q2 | – | Sell |
-2,804
| Closed | -$202K | – | 260 |
|
|
2022
Q1 | $202K | Sell |
2,804
-381
| -12% | -$27.4K | 0.04% | 155 |
|
|
2021
Q4 | $224K | Sell |
3,185
-4,794
| -60% | -$337K | 0.04% | 148 |
|
|
2021
Q3 | $443K | Sell |
7,979
-881
| -10% | -$48.9K | 0.09% | 117 |
|
|
2021
Q2 | $470K | Sell |
8,860
-14,244
| -62% | -$756K | 0.09% | 101 |
|
|
2021
Q1 | $1.06M | Buy |
+23,104
| New | +$1.06M | 0.24% | 69 |
|
|
2020
Q4 | – | Sell |
-157,219
| Closed | -$7.12M | – | 130 |
|
|
2020
Q3 | $7.12M | Buy |
157,219
+23,975
| +18% | +$1.09M | 1.72% | 10 |
|
|
2020
Q2 | $5.43M | Buy |
133,244
+63,967
| +92% | +$2.61M | 1.41% | 15 |
|
|
2020
Q1 | $2.51M | Buy |
+69,277
| New | +$2.51M | 0.71% | 39 |
|