Harmony Asset Management’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 | $1.11M | Buy |
10,000
+261
| +3% | +$28.9K | 0.42% | 65 |
|
|
2025
Q1 | $1.21M | Hold |
9,739
| – | – | 0.51% | 57 |
|
|
2024
Q4 | $994K | Hold |
9,739
| – | – | 0.39% | 61 |
|
|
2024
Q3 | $1.01M | Sell |
9,739
-3,240
| -25% | -$336K | 0.37% | 63 |
|
|
2024
Q2 | $1.16M | Sell |
12,979
-302
| -2% | -$27K | 0.49% | 53 |
|
|
2024
Q1 | $1.16M | Sell |
13,281
-1,128
| -8% | -$98.7K | 0.48% | 57 |
|
|
2023
Q4 | $1.02M | Buy |
+14,409
| New | +$1.02M | 0.43% | 59 |
|