Gen-Wealth Partners’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 | $525K | Hold |
4,738
| – | – | 0.2% | 127 |
|
|
2025
Q1 | $589K | Sell |
4,738
-875
| -16% | -$109K | 0.25% | 106 |
|
|
2024
Q4 | $573K | Sell |
5,613
-2
| -0% | -$204 | 0.25% | 106 |
|
|
2024
Q3 | $594K | Sell |
5,615
-682
| -11% | -$72.2K | 0.26% | 99 |
|
|
2024
Q2 | $563K | Buy |
6,297
+559
| +10% | +$50K | 0.27% | 85 |
|
|
2024
Q1 | $502K | Buy |
+5,738
| New | +$502K | 0.25% | 99 |
|