Global Retirement Partners’s Brown & Brown BRO Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | $197K | Sell |  | |||||
| 2025 Q2 | $382K | Buy |  | |||||
| 2024 Q4 | $692K | Sell |  | |||||
| 2024 Q3 | $1.74M | Sell |  | |||||
| 2024 Q2 | $1.54M | Buy |  | |||||
| 2024 Q1 | $146K | Buy |  | |||||
| 2023 Q4 | $59.5K | Buy |  | |||||
| 2023 Q3 | $53.3K | Buy |  | |||||
| 2023 Q2 | $37.9K | Buy |  | |||||
| 2023 Q1 | $2.33K | Buy |  | |||||
| 2022 Q4 | $1.37K | Sell |  | |||||
| 2022 Q3 | $3K | Buy |  | |||||
| 2022 Q2 | $2K | Buy |  | |||||
| 2022 Q1 | $2K | Buy |  | |||||
| 2021 Q2 | – | Sell |  | |||||
| 2021 Q1 | $7K | Buy |  |