Graypoint LLC’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 | $371K | Buy |
3,348
+140
| +4% | +$15.5K | 0.02% | 385 |
|
|
2025
Q1 | $399K | Buy |
3,208
+103
| +3% | +$12.8K | 0.02% | 347 |
|
|
2024
Q4 | $317K | Buy |
3,105
+23
| +0.7% | +$2.35K | 0.02% | 392 |
|
|
2024
Q3 | $319K | Buy |
3,082
+73
| +2% | +$7.56K | 0.02% | 386 |
|
|
2024
Q2 | $269K | Buy |
3,009
+210
| +8% | +$18.8K | 0.02% | 401 |
|
|
2024
Q1 | $245K | Buy |
+2,799
| New | +$245K | 0.02% | 407 |
|
|
2023
Q4 | – | Sell |
-2,976
| Closed | -$208K | – | 434 |
|
|
2023
Q3 | $208K | Buy |
+2,976
| New | +$208K | 0.02% | 393 |
|
|
2022
Q1 | – | Sell |
-3,000
| Closed | -$211K | – | 323 |
|
|
2021
Q4 | $211K | Buy |
+3,000
| New | +$211K | 0.02% | 285 |
|