Great Valley Advisor Group’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	$459K	Sell	4,140 -2,458	-37%	-$272K	0.01%	631
2025 Q1	$821K	Sell	6,598 -37,330	-85%	-$4.64M	0.02%	488
2024 Q4	$4.48M	Buy	43,928 +3,780	+9%	+$386K	0.1%	191
2024 Q3	$4.16M	Buy	40,148 +23,240	+137%	+$2.41M	0.1%	205
2024 Q2	$1.51M	Buy	+16,908	New	+$1.51M	0.04%	308