Forum Private Client Group’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 | $509K | Buy |
4,592
+7
| +0.2% | +$776 | 0.2% | 48 |
|
|
2025
Q1 | $570K | Sell |
4,585
-42
| -0.9% | -$5.23K | 0.25% | 42 |
|
|
2024
Q4 | $472K | Buy |
4,627
+6
| +0.1% | +$612 | 0.21% | 48 |
|
|
2024
Q3 | $479K | Buy |
4,621
+6
| +0.1% | +$622 | 0.21% | 44 |
|
|
2024
Q2 | $413K | Buy |
4,615
+7
| +0.2% | +$626 | 0.2% | 49 |
|
|
2024
Q1 | $403K | Sell |
4,608
-366
| -7% | -$32K | 0.2% | 50 |
|
|
2023
Q4 | $354K | Buy |
+4,974
| New | +$354K | 0.18% | 51 |
|