Hotaling Investment Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $288K | Sell |
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $249K | Buy |
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|
2021
Q2 | $224K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $236K | Sell |
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|
2020
Q3 | $233K | Sell |
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|
2020
Q2 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Hold |
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|
2019
Q3 | $211K | Buy |
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