Interval Partners’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 | $5.74M | Buy |
+51,763
| New | +$5.74M | 0.1% | 147 |
|
|
2023
Q2 | – | Sell |
-53,585
| Closed | -$3.08M | – | 196 |
|
|
2023
Q1 | $3.08M | Sell |
53,585
-65,320
| -55% | -$3.75M | 0.12% | 129 |
|
|
2022
Q4 | $6.77M | Buy |
+118,905
| New | +$6.77M | 0.4% | 67 |
|
|
2022
Q3 | – | Sell |
-13,446
| Closed | -$784K | – | 211 |
|
|
2022
Q2 | $784K | Buy |
13,446
+316
| +2% | +$18.4K | 0.04% | 161 |
|
|
2022
Q1 | $949K | Sell |
13,130
-77,985
| -86% | -$5.64M | 0.05% | 157 |
|
|
2021
Q4 | $6.4M | Sell |
91,115
-45,897
| -33% | -$3.23M | 0.27% | 76 |
|
|
2021
Q3 | $7.6M | Buy |
+137,012
| New | +$7.6M | 0.31% | 67 |
|
|
2020
Q2 | – | Sell |
-30,000
| Closed | -$1.09M | – | 165 |
|
|
2020
Q1 | $1.09M | Buy |
+30,000
| New | +$1.09M | 0.08% | 106 |
|
|
2019
Q4 | – | Sell |
-56,923
| Closed | -$2.05M | – | 154 |
|
|
2019
Q3 | $2.05M | Buy |
56,923
+17,274
| +44% | +$623K | 0.08% | 130 |
|
|
2019
Q2 | $1.33M | Buy |
+39,649
| New | +$1.33M | 0.05% | 129 |
|