GeoWealth 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 | $187K | Buy |
1,689
+483
| +40% | +$53.6K | 0.01% | 677 |
|
|
2025
Q1 | $150K | Sell |
1,206
-897
| -43% | -$112K | 0.01% | 721 |
|
|
2024
Q4 | $215K | Buy |
2,103
+11
| +0.5% | +$1.12K | 0.01% | 740 |
|
|
2024
Q3 | $217K | Sell |
2,092
-71
| -3% | -$7.36K | 0.01% | 693 |
|
|
2024
Q2 | $193K | Buy |
2,163
+440
| +26% | +$39.3K | 0.01% | 701 |
|
|
2024
Q1 | $151K | Buy |
1,723
+919
| +114% | +$80.4K | 0.01% | 733 |
|
|
2023
Q4 | $57K | Buy |
804
+195
| +32% | +$13.8K | ﹤0.01% | 623 |
|
|
2023
Q3 | $43K | Sell |
609
-8,519
| -93% | -$602K | ﹤0.01% | 401 |
|
|
2023
Q2 | $628K | Buy |
+9,128
| New | +$628K | 0.07% | 153 |
|