IEQ Capital’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,079
| Closed | -$212K | – | 1627 |
|
|
2024
Q4 | $212K | Sell |
2,079
-5,257
| -72% | -$536K | ﹤0.01% | 1178 |
|
|
2024
Q3 | $760K | Sell |
7,336
-32
| -0.4% | -$3.32K | 0.01% | 623 |
|
|
2024
Q2 | $659K | Buy |
7,368
+712
| +11% | +$63.7K | 0.01% | 577 |
|
|
2024
Q1 | $583K | Buy |
6,656
+131
| +2% | +$11.5K | 0.01% | 578 |
|
|
2023
Q4 | $464K | Sell |
6,525
-940
| -13% | -$66.8K | 0.01% | 601 |
|
|
2023
Q3 | $521K | Buy |
7,465
+1,537
| +26% | +$107K | 0.01% | 558 |
|
|
2023
Q2 | $408K | Sell |
5,928
-1,912
| -24% | -$132K | 0.01% | 598 |
|
|
2023
Q1 | $450K | Buy |
7,840
+1,464
| +23% | +$84.1K | 0.01% | 606 |
|
|
2022
Q4 | $363K | Sell |
6,376
-663
| -9% | -$37.8K | 0.01% | 584 |
|
|
2022
Q3 | $426K | Buy |
7,039
+378
| +6% | +$22.9K | 0.01% | 573 |
|
|
2022
Q2 | $389K | Buy |
+6,661
| New | +$389K | 0.01% | 531 |
|