Financial Gravity Asset Management’s Brown & Brown BRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4	Closed	-$379	–	1581
2024 Q1	$379	Buy	+4	New	+$322	﹤0.01%	1449
2023 Q4	–	Hold	0	–	–	–	1473
2023 Q3	–	Sell	-69	Closed	-$4.92K	–	1167
2023 Q2	$180	Buy	69 +12	+21%	+$763	﹤0.01%	1197
2023 Q1	$344	Hold	57	–	–	0.01%	511
2022 Q4	$93	Sell	57 -543	-91%	-$31.8K	﹤0.01%	1121
2022 Q3	$366	Buy	600 +20	+3%	+$1.26K	0.01%	438
2022 Q2	$354	Sell	580 -140	-19%	-$8.59K	0.01%	438
2022 Q1	$424	Sell	720 -120	-14%	-$8.05K	0.01%	427
2021 Q4	$571	Buy	840 +832	+10,400%	+$53.7K	0.01%	464
2021 Q3	$55K	Hold	8	–	–	0.03%	524
2021 Q2	$53K	Sell	8 -1	-11%	-$51	0.02%	541
2021 Q1	$409	Buy	9 +3	+50%	+$138	0.01%	404
2020 Q4	$0	Buy	+6	New	+$276	﹤0.01%	516
2018 Q2	–	Sell	-20	Closed	-$1K	–	1418
2018 Q1	$1K	Buy	+20	New	+$523	﹤0.01%	1080