Global Retirement 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 | $382K | Buy |
+3,447
| New | +$382K | 0.01% | 831 |
|
|
2024
Q4 | $692K | Sell |
6,782
-10,005
| -60% | -$1.02M | 0.02% | 539 |
|
|
2024
Q3 | $1.74M | Sell |
16,787
-465
| -3% | -$48.2K | 0.05% | 312 |
|
|
2024
Q2 | $1.54M | Buy |
17,252
+15,580
| +932% | +$1.39M | 0.05% | 322 |
|
|
2024
Q1 | $146K | Buy |
1,672
+874
| +110% | +$76.5K | 0.01% | 916 |
|
|
2023
Q4 | $59.5K | Buy |
798
+40
| +5% | +$2.98K | ﹤0.01% | 1274 |
|
|
2023
Q3 | $53.3K | Buy |
758
+208
| +38% | +$14.6K | ﹤0.01% | 1242 |
|
|
2023
Q2 | $37.9K | Buy |
550
+514
| +1,428% | +$35.4K | ﹤0.01% | 1407 |
|
|
2023
Q1 | $2.33K | Buy |
36
+12
| +50% | +$776 | ﹤0.01% | 2444 |
|
|
2022
Q4 | $1.37K | Sell |
24
-19
| -44% | -$1.08K | ﹤0.01% | 2492 |
|
|
2022
Q3 | $3K | Buy |
43
+15
| +54% | +$1.05K | ﹤0.01% | 2069 |
|
|
2022
Q2 | $2K | Buy |
28
+1
| +4% | +$71 | ﹤0.01% | 2159 |
|
|
2022
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 2139 |
|
|
2021
Q2 | – | Sell |
-150
| Closed | -$7K | – | 1865 |
|
|
2021
Q1 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 1367 |
|