IBEX Wealth Advisors’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 | $7.48M | Sell |
67,426
-661
| -1% | -$73.3K | 0.8% | 36 |
|
|
2025
Q1 | $8.47M | Buy |
68,087
+6,359
| +10% | +$791K | 1.12% | 30 |
|
|
2024
Q4 | $6.3M | Buy |
+61,728
| New | +$6.3M | 0.74% | 45 |
|
|
2024
Q3 | – | Sell |
-56,065
| Closed | -$5.01M | – | 95 |
|
|
2024
Q2 | $5.01M | Buy |
+56,065
| New | +$5.01M | 0.78% | 39 |
|
|
2024
Q1 | – | Sell |
-37
| Closed | -$2.64K | – | 116 |
|
|
2023
Q4 | $2.64K | Buy |
+37
| New | +$2.64K | 0.57% | 57 |
|