Farther Finance 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 | $326K | Sell |
2,942
-176
| -6% | -$19.5K | 0.01% | 1129 |
|
|
2025
Q1 | $387K | Buy |
3,118
+243
| +8% | +$30.2K | 0.01% | 912 |
|
|
2024
Q4 | $293K | Sell |
2,875
-39
| -1% | -$3.98K | 0.01% | 817 |
|
|
2024
Q3 | $302K | Buy |
2,914
+455
| +19% | +$47.1K | 0.01% | 823 |
|
|
2024
Q2 | $219K | Buy |
2,459
+895
| +57% | +$79.7K | 0.01% | 807 |
|
|
2024
Q1 | $135K | Sell |
1,564
-98
| -6% | -$8.46K | 0.01% | 843 |
|
|
2023
Q4 | $118K | Sell |
1,662
-3
| -0.2% | -$213 | 0.01% | 734 |
|
|
2023
Q3 | $116K | Buy |
1,665
+119
| +8% | +$8.31K | 0.02% | 509 |
|
|
2023
Q2 | $106K | Hold |
1,546
| – | – | 0.02% | 443 |
|
|
2023
Q1 | $88.8K | Sell |
1,546
-198
| -11% | -$11.4K | 0.03% | 432 |
|
|
2022
Q4 | $99.4K | Buy |
+1,744
| New | +$99.4K | 0.04% | 331 |
|