INVST’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.26M | Sell |
10,127
-247
| -2% | -$30.7K | 0.17% | 104 |
|
|
2024
Q4 | $1.06M | Buy |
10,374
+396
| +4% | +$40.4K | 0.13% | 109 |
|
|
2024
Q3 | $1.03M | Sell |
9,978
-8
| -0.1% | -$829 | 0.13% | 98 |
|
|
2024
Q2 | $890K | Buy |
9,986
+6
| +0.1% | +$535 | 0.1% | 111 |
|
|
2024
Q1 | $861K | Buy |
+9,980
| New | +$861K | 0.1% | 112 |
|