Harvest Investment Services’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 | $1.49M | Buy |
+13,441
| New | +$1.49M | 0.33% | 83 |
|
|
2022
Q1 | – | Sell |
-7,057
| Closed | -$495K | – | 190 |
|
|
2021
Q4 | $495K | Sell |
7,057
-10,381
| -60% | -$728K | 0.21% | 141 |
|
|
2021
Q3 | $966K | Buy |
17,438
+1,306
| +8% | +$72.3K | 0.39% | 79 |
|
|
2021
Q2 | $857K | Sell |
16,132
-4,229
| -21% | -$225K | 0.36% | 80 |
|
|
2021
Q1 | $930K | Buy |
20,361
+2,149
| +12% | +$98.2K | 0.42% | 67 |
|
|
2020
Q4 | $863K | Buy |
+18,212
| New | +$863K | 0.44% | 60 |
|