First Horizon 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 | $166K | Sell |
1,495
-40
| -3% | -$4.44K | ﹤0.01% | 569 |
|
|
2025
Q1 | $191K | Buy |
1,535
+214
| +16% | +$26.6K | 0.01% | 523 |
|
|
2024
Q4 | $135K | Sell |
1,321
-107
| -7% | -$10.9K | ﹤0.01% | 614 |
|
|
2024
Q3 | $148K | Sell |
1,428
-44
| -3% | -$4.56K | ﹤0.01% | 615 |
|
|
2024
Q2 | $132K | Buy |
1,472
+204
| +16% | +$18.2K | ﹤0.01% | 612 |
|
|
2024
Q1 | $111K | Buy |
1,268
+260
| +26% | +$22.8K | ﹤0.01% | 661 |
|
|
2023
Q4 | $71.7K | Buy |
1,008
+187
| +23% | +$13.3K | ﹤0.01% | 774 |
|
|
2023
Q3 | $57.3K | Hold |
821
| – | – | ﹤0.01% | 804 |
|
|
2023
Q2 | $56.5K | Hold |
821
| – | – | ﹤0.01% | 836 |
|
|
2023
Q1 | $47.1K | Buy |
+821
| New | +$47.1K | ﹤0.01% | 900 |
|
|
2022
Q2 | – | Sell |
-8
| Closed | -$1K | – | 2371 |
|
|
2022
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1526 |
|
|
2016
Q3 | – | Sell |
-280
| Closed | -$5K | – | 1437 |
|
|
2016
Q2 | $5K | Hold |
280
| – | – | ﹤0.01% | 1104 |
|
|
2016
Q1 | $5K | Hold |
280
| – | – | ﹤0.01% | 1131 |
|
|
2015
Q4 | $4K | Hold |
280
| – | – | ﹤0.01% | 1081 |
|
|
2015
Q3 | $4K | Hold |
280
| – | – | ﹤0.01% | 1211 |
|
|
2015
Q2 | $5K | Buy |
280
+60
| +27% | +$1.07K | ﹤0.01% | 1191 |
|
|
2015
Q1 | $4K | Buy |
+220
| New | +$4K | ﹤0.01% | 1261 |
|