Greenleaf Trust’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 | $1.69M | Sell |
15,224
-217
| -1% | -$24.1K | 0.01% | 226 |
|
|
2025
Q1 | $1.92M | Sell |
15,441
-34
| -0.2% | -$4.23K | 0.02% | 207 |
|
|
2024
Q4 | $1.58M | Buy |
15,475
+139
| +0.9% | +$14.2K | 0.01% | 235 |
|
|
2024
Q3 | $1.59M | Buy |
15,336
+11,411
| +291% | +$1.18M | 0.01% | 236 |
|
|
2024
Q2 | $351K | Buy |
3,925
+115
| +3% | +$10.3K | ﹤0.01% | 570 |
|
|
2024
Q1 | $334K | Buy |
3,810
+69
| +2% | +$6.04K | ﹤0.01% | 576 |
|
|
2023
Q4 | $266K | Sell |
3,741
-269
| -7% | -$19.1K | ﹤0.01% | 630 |
|
|
2023
Q3 | $280K | Buy |
4,010
+623
| +18% | +$43.5K | ﹤0.01% | 605 |
|
|
2023
Q2 | $233K | Buy |
+3,387
| New | +$233K | ﹤0.01% | 677 |
|
|
2022
Q4 | – | Sell |
-3,490
| Closed | -$211K | – | 750 |
|
|
2022
Q3 | $211K | Buy |
+3,490
| New | +$211K | ﹤0.01% | 653 |
|
|
2022
Q2 | – | Sell |
-2,776
| Closed | -$201K | – | 726 |
|
|
2022
Q1 | $201K | Buy |
+2,776
| New | +$201K | ﹤0.01% | 729 |
|