Forum Financial Management’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 | $524K | Buy |
4,728
+14
| +0.3% | +$1.55K | 0.01% | 386 |
|
|
2025
Q1 | $586K | Hold |
4,714
| – | – | 0.01% | 320 |
|
|
2024
Q4 | $481K | Buy |
4,714
+1
| +0% | +$102 | 0.01% | 393 |
|
|
2024
Q3 | $488K | Buy |
4,713
+2
| +0% | +$207 | 0.01% | 337 |
|
|
2024
Q2 | $421K | Buy |
4,711
+4
| +0.1% | +$358 | 0.01% | 357 |
|
|
2024
Q1 | $412K | Hold |
4,707
| – | – | 0.01% | 388 |
|
|
2023
Q4 | $335K | Sell |
4,707
-19
| -0.4% | -$1.35K | 0.01% | 411 |
|
|
2023
Q3 | $330K | Hold |
4,726
| – | – | 0.01% | 397 |
|
|
2023
Q2 | $325K | Buy |
4,726
+19
| +0.4% | +$1.31K | 0.01% | 405 |
|
|
2023
Q1 | $270K | Hold |
4,707
| – | – | 0.01% | 440 |
|
|
2022
Q4 | $268K | Sell |
4,707
-112
| -2% | -$6.38K | 0.01% | 427 |
|
|
2022
Q3 | $291K | Hold |
4,819
| – | – | 0.01% | 356 |
|
|
2022
Q2 | $281K | Buy |
4,819
+112
| +2% | +$6.53K | 0.01% | 373 |
|
|
2022
Q1 | $340K | Sell |
4,707
-73
| -2% | -$5.27K | 0.02% | 341 |
|
|
2021
Q4 | $336K | Buy |
+4,780
| New | +$336K | 0.02% | 359 |
|