Integrated Investment Consultants’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 | $883K | Sell |
7,964
-784
| -9% | -$86.9K | 0.17% | 93 |
|
|
2025
Q1 | $1.09M | Sell |
8,748
-21
| -0.2% | -$2.61K | 0.22% | 80 |
|
|
2024
Q4 | $895K | Buy |
8,769
+610
| +7% | +$62.2K | 0.18% | 97 |
|
|
2024
Q3 | $845K | Sell |
8,159
-1,069
| -12% | -$111K | 0.18% | 85 |
|
|
2024
Q2 | $808K | Hold |
9,228
| – | – | 0.22% | 74 |
|
|
2024
Q1 | $808K | Buy |
9,228
+643
| +7% | +$56.3K | 0.22% | 74 |
|
|
2023
Q4 | $610K | Buy |
8,585
+628
| +8% | +$44.7K | 0.19% | 92 |
|
|
2023
Q3 | $556K | Buy |
7,957
+2,385
| +43% | +$167K | 0.2% | 90 |
|
|
2023
Q2 | $384K | Buy |
5,572
+948
| +21% | +$65.3K | 0.12% | 151 |
|
|
2023
Q1 | $266K | Buy |
4,624
+865
| +23% | +$49.7K | 0.08% | 211 |
|
|
2022
Q4 | $214K | Buy |
+3,759
| New | +$214K | 0.07% | 225 |
|
|
2022
Q2 | – | Sell |
-6,387
| Closed | -$462K | – | 244 |
|
|
2022
Q1 | $462K | Sell |
6,387
-1,924
| -23% | -$139K | 0.13% | 139 |
|
|
2021
Q4 | $584K | Buy |
8,311
+1,389
| +20% | +$97.6K | 0.16% | 111 |
|
|
2021
Q3 | $384K | Buy |
6,922
+1,672
| +32% | +$92.8K | 0.11% | 173 |
|
|
2021
Q2 | $279K | Buy |
+5,250
| New | +$279K | 0.08% | 219 |
|
|
2018
Q2 | – | Sell |
-5,850
| Closed | -$149K | – | 235 |
|
|
2018
Q1 | $149K | Buy |
+5,850
| New | +$149K | 0.06% | 239 |
|
|
2017
Q3 | $151K | Hold |
6,250
| – | – | 0.07% | 209 |
|
|
2017
Q2 | $135K | Hold |
6,250
| – | – | 0.06% | 225 |
|
|
2017
Q1 | $130K | Hold |
6,250
| – | – | 0.06% | 226 |
|
|
2016
Q4 | $140K | Buy |
6,250
+400
| +7% | +$8.96K | 0.07% | 205 |
|
|
2016
Q3 | $110K | Buy |
5,850
+600
| +11% | +$11.3K | 0.06% | 242 |
|
|
2016
Q2 | $98K | Buy |
5,250
+3,150
| +150% | +$58.8K | 0.06% | 265 |
|
|
2016
Q1 | $36K | Buy |
+2,100
| New | +$36K | 0.02% | 388 |
|