Foundry Partners’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,071
| Closed | -$269K | – | 288 |
|
|
2024
Q1 | $269K | Hold |
3,071
| – | – | 0.01% | 272 |
|
|
2023
Q4 | $218K | Hold |
3,071
| – | – | 0.01% | 278 |
|
|
2023
Q3 | $214K | Sell |
3,071
-1,270
| -29% | -$88.7K | 0.01% | 282 |
|
|
2023
Q2 | $299K | Hold |
4,341
| – | – | 0.02% | 288 |
|
|
2023
Q1 | $249K | Sell |
4,341
-67
| -2% | -$3.85K | 0.02% | 294 |
|
|
2022
Q4 | $251K | Buy |
+4,408
| New | +$251K | 0.01% | 288 |
|