Glassman Wealth Services’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-121
| Closed | -$8.6K | – | 440 |
|
|
2023
Q4 | $8.6K | Buy |
121
+6
| +5% | +$429 | ﹤0.01% | 919 |
|
|
2023
Q3 | $8.03K | Sell |
115
-46
| -29% | -$3.28K | ﹤0.01% | 914 |
|
|
2023
Q2 | $11.1K | Hold |
161
| – | – | ﹤0.01% | 787 |
|
|
2023
Q1 | $9.24K | Sell |
161
-44
| -21% | -$2.53K | ﹤0.01% | 842 |
|
|
2022
Q4 | $11.7K | Buy |
205
+37
| +22% | +$2.16K | ﹤0.01% | 788 |
|
|
2022
Q3 | $10K | Sell |
168
-23
| -12% | -$1.45K | ﹤0.01% | 783 |
|
|
2022
Q2 | $11K | Buy |
191
+45
| +31% | +$2.76K | ﹤0.01% | 771 |
|
|
2022
Q1 | $11K | Buy |
146
+41
| +39% | +$2.75K | ﹤0.01% | 791 |
|
|
2021
Q4 | $7K | Buy |
105
+16
| +18% | +$1.03K | ﹤0.01% | 887 |
|
|
2021
Q3 | $5K | Hold |
89
| – | – | ﹤0.01% | 949 |
|
|
2021
Q2 | $5K | Hold |
89
| – | – | ﹤0.01% | 901 |
|
|
2021
Q1 | $4K | Buy |
89
+13
| +17% | +$597 | ﹤0.01% | 910 |
|
|
2020
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 895 |
|
|
2020
Q3 | $3K | Hold |
76
| – | – | ﹤0.01% | 885 |
|
|
2020
Q2 | $3K | Sell |
76
-2
| -3% | -$77 | ﹤0.01% | 731 |
|
|
2020
Q1 | $3K | Buy |
78
+12
| +18% | +$507 | ﹤0.01% | 599 |
|
|
2019
Q4 | $3K | Buy |
66
+6
| +10% | +$225 | ﹤0.01% | 660 |
|
|
2019
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 678 |
|
|
2019
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 700 |
|
|
2019
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 679 |
|
|
2018
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 528 |
|
|
2018
Q3 | $2K | Sell |
60
-12
| -17% | -$357 | ﹤0.01% | 580 |
|
|
2018
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 546 |
|
|
2018
Q1 | $2K | Hold |
72
| – | – | ﹤0.01% | 522 |
|
|
2017
Q4 | $2K | Buy |
+72
| New | +$1.81K | ﹤0.01% | 483 |
|
Other funds holding BRO
