Investors Asset Management of Georgia’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-5,050
| Closed | -$305K | – | 218 |
|
2022
Q3 | $305K | Hold |
5,050
| – | – | 0.16% | 124 |
|
2022
Q2 | $295K | Hold |
5,050
| – | – | 0.15% | 125 |
|
2022
Q1 | $365K | Hold |
5,050
| – | – | 0.18% | 120 |
|
2021
Q4 | $355K | Hold |
5,050
| – | – | 0.17% | 123 |
|
2021
Q3 | $280K | Hold |
5,050
| – | – | 0.15% | 135 |
|
2021
Q2 | $268K | Hold |
5,050
| – | – | 0.14% | 138 |
|
2021
Q1 | $231K | Sell |
5,050
-130
| -3% | -$5.95K | 0.13% | 142 |
|
2020
Q4 | $246K | Hold |
5,180
| – | – | 0.17% | 120 |
|
2020
Q3 | $234K | Hold |
5,180
| – | – | 0.16% | 122 |
|
2020
Q2 | $211K | Buy |
+5,180
| New | +$211K | 0.15% | 125 |
|
2020
Q1 | – | Sell |
-5,180
| Closed | -$205K | – | 142 |
|
2019
Q4 | $205K | Buy |
+5,180
| New | +$205K | 0.12% | 143 |
|