Global Wealth Management Investment Advisory’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-720
| Closed | -$51.2K | – | 178 |
|
|
2023
Q4 | $51.2K | Hold |
720
| – | – | 0.01% | 189 |
|
|
2023
Q3 | $50.3K | Hold |
720
| – | – | 0.01% | 191 |
|
|
2023
Q2 | $49.6K | Buy |
+720
| New | +$49.6K | 0.01% | 193 |
|
|
2022
Q3 | – | Sell |
-720
| Closed | -$42K | – | 182 |
|
|
2022
Q2 | $42K | Hold |
720
| – | – | 0.01% | 190 |
|
|
2022
Q1 | $52K | Buy |
+720
| New | +$52K | 0.02% | 186 |
|
|
2020
Q3 | – | Sell |
-52,362
| Closed | -$2.13M | – | 464 |
|
|
2020
Q2 | $2.13M | Hold |
52,362
| – | – | 0.91% | 37 |
|
|
2020
Q1 | $1.9M | Sell |
52,362
-1,000
| -2% | -$36.2K | 0.96% | 36 |
|
|
2019
Q4 | $2.11M | Hold |
53,362
| – | – | 0.89% | 37 |
|
|
2019
Q3 | $1.92M | Sell |
53,362
-2,500
| -4% | -$90.1K | 0.88% | 46 |
|
|
2019
Q2 | $1.87M | Hold |
55,862
| – | – | 0.91% | 37 |
|
|
2019
Q1 | $1.65M | Hold |
55,862
| – | – | 0.86% | 41 |
|
|
2018
Q4 | $1.54M | Buy |
+55,862
| New | +$1.54M | 0.9% | 43 |
|