Golden State Equity 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 | $619K | Sell |
5,579
-1,265
| -18% | -$140K | 0.11% | 219 |
|
|
2025
Q1 | $851K | Sell |
6,844
-1,032
| -13% | -$128K | 0.17% | 157 |
|
|
2024
Q4 | $804K | Sell |
7,876
-1,310
| -14% | -$134K | 0.15% | 159 |
|
|
2024
Q3 | $952K | Sell |
9,186
-2,228
| -20% | -$231K | 0.5% | 35 |
|
|
2024
Q2 | $1.02M | Buy |
+11,414
| New | +$1.02M | 0.21% | 117 |
|
|
2023
Q4 | $332K | Buy |
4,669
+982
| +27% | +$69.8K | 0.08% | 259 |
|
|
2023
Q3 | $258K | Buy |
+3,687
| New | +$258K | 0.07% | 279 |
|