Integrated Wealth Concepts’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 | $1.26M | Buy |
11,398
+1,591
| +16% | +$176K | 0.01% | 803 |
|
|
2025
Q1 | $1.22M | Sell |
9,807
-715
| -7% | -$88.9K | 0.01% | 745 |
|
|
2024
Q4 | $1.07M | Buy |
10,522
+1,125
| +12% | +$115K | 0.01% | 780 |
|
|
2024
Q3 | $974K | Sell |
9,397
-29
| -0.3% | -$3K | 0.01% | 814 |
|
|
2024
Q2 | $843K | Sell |
9,426
-748
| -7% | -$66.9K | 0.01% | 836 |
|
|
2024
Q1 | $891K | Sell |
10,174
-197
| -2% | -$17.2K | 0.01% | 813 |
|
|
2023
Q4 | $737K | Sell |
10,371
-636
| -6% | -$45.2K | 0.01% | 841 |
|
|
2023
Q3 | $769K | Sell |
11,007
-393
| -3% | -$27.4K | 0.01% | 803 |
|
|
2023
Q2 | $785K | Buy |
+11,400
| New | +$785K | 0.01% | 781 |
|