Forum Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $443K | Sell |
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|
2025
Q2 | $524K | Buy |
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|
2025
Q1 | $586K | Hold |
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|
2024
Q4 | $481K | Buy |
|
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|
2024
Q3 | $488K | Buy |
|
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|
2024
Q2 | $421K | Buy |
|
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|
2024
Q1 | $412K | Hold |
|
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|
2023
Q4 | $335K | Sell |
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|
2023
Q3 | $330K | Hold |
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|
2023
Q2 | $325K | Buy |
|
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|
2023
Q1 | $270K | Hold |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $291K | Hold |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $340K | Sell |
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|
2021
Q4 | $336K | Buy |
|