FDx Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,436
| Closed | -$315K | – | 387 |
|
|
2023
Q4 | $315K | Sell |
4,436
-6
| -0.1% | -$426 | 0.02% | 512 |
|
|
2023
Q3 | $310K | Buy |
+4,442
| New | +$310K | 0.03% | 464 |
|
|
2017
Q4 | – | Sell |
-91,562
| Closed | -$2.21M | – | 1244 |
|
|
2017
Q3 | $2.21M | Sell |
91,562
-850
| -0.9% | -$20.5K | 0.06% | 286 |
|
|
2017
Q2 | $1.99M | Sell |
92,412
-4,102
| -4% | -$88.3K | 0.06% | 295 |
|
|
2017
Q1 | $2.01M | Buy |
96,514
+16,760
| +21% | +$350K | 0.06% | 280 |
|
|
2016
Q4 | $1.79M | Buy |
+79,754
| New | +$1.79M | 0.05% | 320 |
|
|
2015
Q4 | – | Sell |
-19,346
| Closed | -$300K | – | 867 |
|
|
2015
Q3 | $300K | Buy |
19,346
+5,416
| +39% | +$83.9K | 0.03% | 620 |
|
|
2015
Q2 | $229K | Buy |
+13,930
| New | +$229K | 0.01% | 850 |
|
|
2015
Q1 | – | Sell |
-17,536
| Closed | -$289K | – | 1874 |
|
|
2014
Q4 | $289K | Sell |
17,536
-334
| -2% | -$5.5K | 0.02% | 731 |
|
|
2014
Q3 | $287K | Buy |
+17,870
| New | +$287K | 0.02% | 799 |
|