IAA
Independent Advisor Alliance’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Sell |
33,294
-469
| -1% | -$52K | 0.11% | 166 |
|
|
2025
Q1 | $4.2M | Sell |
33,763
-5,843
| -15% | -$727K | 0.14% | 128 |
|
|
2024
Q4 | $4.04M | Sell |
39,606
-6,065
| -13% | -$619K | 0.05% | 318 |
|
|
2024
Q3 | $4.73M | Sell |
45,671
-338
| -0.7% | -$35K | 0.17% | 104 |
|
|
2024
Q2 | $4.11M | Sell |
46,009
-355
| -0.8% | -$31.7K | 0.14% | 126 |
|
|
2024
Q1 | $4.06M | Sell |
46,364
-132
| -0.3% | -$11.6K | 0.15% | 122 |
|
|
2023
Q4 | $3.31M | Sell |
46,496
-5,065
| -10% | -$360K | 0.12% | 144 |
|
|
2023
Q3 | $3.6M | Buy |
51,561
+155
| +0.3% | +$10.8K | 0.16% | 121 |
|
|
2023
Q2 | $3.54M | Buy |
51,406
+612
| +1% | +$42.1K | 0.16% | 126 |
|
|
2023
Q1 | $2.92M | Buy |
50,794
+1,703
| +3% | +$97.8K | 0.14% | 138 |
|
|
2022
Q4 | $2.8K | Sell |
49,091
-219
| -0.4% | -$12 | ﹤0.01% | 222 |
|
|
2022
Q3 | $2.98M | Buy |
49,310
+1,974
| +4% | +$119K | 0.17% | 117 |
|
|
2022
Q2 | $2.76M | Buy |
47,336
+5,808
| +14% | +$339K | 0.15% | 125 |
|
|
2022
Q1 | $3M | Sell |
41,528
-97
| -0.2% | -$7.01K | 0.14% | 129 |
|
|
2021
Q4 | $2.93M | Sell |
41,625
-98
| -0.2% | -$6.89K | 0.14% | 123 |
|
|
2021
Q3 | $2.31M | Hold |
41,723
| – | – | 0.13% | 141 |
|
|
2021
Q2 | $2.22M | Buy |
41,723
+134
| +0.3% | +$7.12K | 0.12% | 160 |
|
|
2021
Q1 | $1.9M | Buy |
41,589
+25,318
| +156% | +$1.16M | 0.11% | 158 |
|
|
2020
Q4 | $771K | Sell |
16,271
-104,551
| -87% | -$4.95M | 0.05% | 260 |
|
|
2020
Q3 | $5.47M | Buy |
+120,822
| New | +$5.47M | 0.42% | 66 |
|