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GoalVest Advisory’s Brown & Brown BRO Stock Holding History

GoalVest Advisory’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3
Closed -$373 – 376
2025
Q1 		$373 Buy
+3
New +$373 ﹤0.01% 390