Heirloom 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	–	Sell	-54,348	Closed	-$6.76M	–	44
2025 Q1	$6.76M	Buy	54,348 +2,124	+4%	+$264K	1.94%	19
2024 Q4	$5.33M	Buy	52,224 +4,214	+9%	+$430K	1.6%	19
2024 Q3	$4.97M	Buy	48,010 +2,438	+5%	+$253K	1.55%	21
2024 Q2	$4.07M	Buy	+45,572	New	+$4.07M	1.32%	21