Hotaling Investment Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $271K | Sell |
4,751
-15
| -0.3% | -$856 | 0.12% | 96 |
|
|
2022
Q3 | $288K | Sell |
4,766
-96
| -2% | -$5.8K | 0.14% | 92 |
|
|
2022
Q2 | $284K | Buy |
4,862
+104
| +2% | +$6.08K | 0.12% | 103 |
|
|
2022
Q1 | $344K | Buy |
4,758
+221
| +5% | +$16K | 0.13% | 99 |
|
|
2021
Q4 | $319K | Buy |
4,537
+51
| +1% | +$3.59K | 0.11% | 104 |
|
|
2021
Q3 | $249K | Buy |
4,486
+271
| +6% | +$15K | 0.1% | 104 |
|
|
2021
Q2 | $224K | Buy |
+4,215
| New | +$224K | 0.09% | 110 |
|
|
2021
Q1 | – | Sell |
-4,975
| Closed | -$236K | – | 116 |
|
|
2020
Q4 | $236K | Sell |
4,975
-163
| -3% | -$7.73K | 0.11% | 96 |
|
|
2020
Q3 | $233K | Sell |
5,138
-262
| -5% | -$11.9K | 0.13% | 97 |
|
|
2020
Q2 | $220K | Buy |
+5,400
| New | +$220K | 0.13% | 100 |
|
|
2020
Q1 | – | Sell |
-5,865
| Closed | -$232K | – | 100 |
|
|
2019
Q4 | $232K | Hold |
5,865
| – | – | 0.13% | 101 |
|
|
2019
Q3 | $211K | Buy |
+5,865
| New | +$211K | 0.14% | 108 |
|