Geneos Wealth 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 | $4.44K | Buy |
40
+4
| +11% | +$444 | ﹤0.01% | 2611 |
|
|
2025
Q1 | $8.96K | Buy |
+36
| New | +$8.96K | ﹤0.01% | 2596 |
|
|
2024
Q4 | – | Sell |
-428
| Closed | -$44.3K | – | 2889 |
|
|
2024
Q3 | $44.3K | Buy |
428
+325
| +316% | +$33.7K | ﹤0.01% | 1243 |
|
|
2024
Q2 | $9.21K | Buy |
+103
| New | +$9.21K | ﹤0.01% | 1568 |
|
|
2020
Q4 | – | Sell |
-250
| Closed | -$10K | – | 2897 |
|
|
2020
Q3 | $10K | Hold |
250
| – | – | ﹤0.01% | 1936 |
|
|
2020
Q2 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 1906 |
|
|
2019
Q2 | – | Sell |
-118
| Closed | -$3K | – | 2492 |
|
|
2019
Q1 | $3K | Hold |
118
| – | – | ﹤0.01% | 2135 |
|
|
2018
Q4 | $3K | Buy |
+118
| New | +$3K | ﹤0.01% | 2093 |
|