GPS Wealth Strategies Group’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 Q4	–	Sell	-285	Closed	-$26.7K	–	680
2025 Q3	$26.7K	Sell	285 -304	-52%	-$29.6K	﹤0.01%	819
2025 Q2	$65.3K	Hold	589	–	–	0.01%	580
2025 Q1	$73.3K	Hold	589	–	–	0.01%	530
2024 Q4	$60.1K	Hold	589	–	–	0.01%	543
2024 Q3	$61K	Hold	589	–	–	0.01%	539
2024 Q2	$52.7K	Hold	589	–	–	0.01%	522
2024 Q1	$51.6K	Hold	589	–	–	0.01%	502
2023 Q4	$41.9K	Hold	589	–	–	0.01%	529
2023 Q3	$41.1K	Buy	589 +354	+151%	+$25.2K	0.01%	524
2023 Q2	$16.2K	Buy	235 +96	+69%	+$6.11K	﹤0.01%	736
2023 Q1	$7.98K	Buy	+139	New	+$7.99K	﹤0.01%	878
2022 Q4	–	Sell	-139	Closed	-$8K	–	235
2022 Q3	$8K	Hold	139	–	–	﹤0.01%	801
2022 Q2	$8K	Hold	139	–	–	﹤0.01%	799
2022 Q1	$10K	Hold	139	–	–	﹤0.01%	716
2021 Q4	$10K	Buy	+139	New	+$8.97K	﹤0.01%	729