IWS
Insight Wealth Strategies’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
2,056
-34,468
| -94% | -$3.76M | 0.03% | 161 |
|
|
2025
Q1 | $4.54M | Buy |
36,524
+10,301
| +39% | +$1.28M | 0.61% | 41 |
|
|
2024
Q4 | $2.68M | Sell |
26,223
-776
| -3% | -$79.2K | 0.36% | 79 |
|
|
2024
Q3 | $2.8M | Sell |
26,999
-894
| -3% | -$92.6K | 0.37% | 70 |
|
|
2024
Q2 | $2.49M | Buy |
27,893
+322
| +1% | +$28.8K | 0.35% | 64 |
|
|
2024
Q1 | $2.41M | Buy |
27,571
+97
| +0.4% | +$8.49K | 0.35% | 57 |
|
|
2023
Q4 | $1.95M | Buy |
+27,474
| New | +$1.95M | 0.32% | 73 |
|