Gitterman 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	$199K	Buy	+1,798	New	+$199K	0.05%	148
2024 Q2	–	Sell	-4,371	Closed	-$383K	–	115
2024 Q1	$383K	Buy	+4,371	New	+$383K	0.15%	40