First Affirmative Financial Network’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$296K Sell
2,379
-358
-13% -$44.5K 0.18% 163
2024
Q4
$279K Sell
2,737
-210
-7% -$21.4K 0.16% 162
2024
Q3
$305K Sell
2,947
-252
-8% -$26.1K 0.17% 166
2024
Q2
$286K Sell
3,199
-702
-18% -$62.8K 0.2% 158
2024
Q1
$341K Buy
3,901
+874
+29% +$76.5K 0.25% 130
2023
Q4
$215K Buy
+3,027
New +$215K 0.17% 198