Iron Horse Wealth Management’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 | – | Sell |
-35
| Closed | -$3.57K | – | 607 |
|
|
2024
Q4 | $3.57K | Hold |
35
| – | – | ﹤0.01% | 337 |
|
|
2024
Q3 | $3.63K | Hold |
35
| – | – | ﹤0.01% | 326 |
|
|
2024
Q2 | $3.13K | Hold |
35
| – | – | ﹤0.01% | 315 |
|
|
2024
Q1 | $3.06K | Hold |
35
| – | – | ﹤0.01% | 301 |
|
|
2023
Q4 | $2.49K | Hold |
35
| – | – | ﹤0.01% | 337 |
|
|
2023
Q3 | $2.44K | Hold |
35
| – | – | ﹤0.01% | 336 |
|
|
2023
Q2 | $2.41K | Hold |
35
| – | – | ﹤0.01% | 213 |
|
|
2023
Q1 | $2.01K | Buy |
+35
| New | +$2.01K | ﹤0.01% | 257 |
|