Financial Gravity Asset Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$379 | – | 1581 |
|
|
2024
Q1 | $379 | Buy |
+4
| New | +$379 | ﹤0.01% | 1449 |
|
|
2023
Q4 | – | Hold |
0
| – | -$9 | – | 1473 |
|
|
2023
Q3 | – | Sell |
-69
| Closed | -$180 | – | 1167 |
|
|
2023
Q2 | $180 | Buy |
69
+12
| +21% | +$31 | ﹤0.01% | 1197 |
|
|
2023
Q1 | $344 | Hold |
57
| – | – | 0.01% | 511 |
|
|
2022
Q4 | $93 | Sell |
57
-543
| -91% | -$886 | ﹤0.01% | 1121 |
|
|
2022
Q3 | $366 | Buy |
600
+20
| +3% | +$12 | 0.01% | 438 |
|
|
2022
Q2 | $354 | Sell |
580
-140
| -19% | -$85 | 0.01% | 438 |
|
|
2022
Q1 | $424 | Sell |
720
-120
| -14% | -$71 | 0.01% | 427 |
|
|
2021
Q4 | $571 | Buy |
840
+832
| +10,400% | +$566 | 0.01% | 464 |
|
|
2021
Q3 | $55K | Hold |
8
| – | – | 0.03% | 524 |
|
|
2021
Q2 | $53K | Sell |
8
-1
| -11% | -$6.63K | 0.02% | 541 |
|
|
2021
Q1 | $409 | Buy |
9
+3
| +50% | +$136 | 0.01% | 404 |
|
|
2020
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 516 |
|
|
2018
Q2 | – | Sell |
-20
| Closed | -$1K | – | 1418 |
|
|
2018
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1080 |
|