HB Wealth 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 | $1.55M | Buy |
14,009
+546
| +4% | +$60.5K | 0.01% | 418 |
|
|
2025
Q1 | $1.67M | Buy |
13,463
+7,311
| +119% | +$909K | 0.01% | 411 |
|
|
2024
Q4 | $628K | Buy |
6,152
+961
| +19% | +$98K | 0.01% | 542 |
|
|
2024
Q3 | $538K | Buy |
5,191
+498
| +11% | +$51.6K | 0.01% | 562 |
|
|
2024
Q2 | $420K | Buy |
4,693
+1,115
| +31% | +$99.7K | ﹤0.01% | 588 |
|
|
2024
Q1 | $313K | Buy |
3,578
+52
| +1% | +$4.55K | ﹤0.01% | 639 |
|
|
2023
Q4 | $251K | Buy |
3,526
+529
| +18% | +$37.6K | ﹤0.01% | 670 |
|
|
2023
Q3 | $209K | Buy |
+2,997
| New | +$209K | ﹤0.01% | 696 |
|