J.P. Morgan Private Wealth Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.25M | Sell |
17,939
-766
| -4% | -$53.5K | ﹤0.01% | 898 |
|
|
2023
Q2 | $1.29M | Sell |
18,705
-5,618
| -23% | -$387K | 0.01% | 694 |
|
|
2023
Q1 | $1.4M | Sell |
24,323
-6,957
| -22% | -$399K | ﹤0.01% | 1019 |
|
|
2022
Q4 | $1.78M | Buy |
31,280
+5,235
| +20% | +$298K | ﹤0.01% | 895 |
|
|
2022
Q3 | $1.58M | Buy |
26,045
+805
| +3% | +$48.7K | ﹤0.01% | 930 |
|
|
2022
Q2 | $1.47M | Buy |
25,240
+3,369
| +15% | +$196K | ﹤0.01% | 954 |
|
|
2022
Q1 | $1.58M | Buy |
21,871
+3,472
| +19% | +$251K | ﹤0.01% | 996 |
|
|
2021
Q4 | $1.29M | Buy |
18,399
+1,906
| +12% | +$134K | ﹤0.01% | 1111 |
|
|
2021
Q3 | $915K | Buy |
16,493
+324
| +2% | +$18K | ﹤0.01% | 1256 |
|
|
2021
Q2 | $859K | Sell |
16,169
-3,181
| -16% | -$169K | ﹤0.01% | 1261 |
|
|
2021
Q1 | $885K | Buy |
19,350
+516
| +3% | +$23.6K | ﹤0.01% | 1098 |
|
|
2020
Q4 | $893K | Buy |
18,834
+613
| +3% | +$29.1K | ﹤0.01% | 1042 |
|
|
2020
Q3 | $825K | Buy |
18,221
+1,741
| +11% | +$78.8K | ﹤0.01% | 958 |
|
|
2020
Q2 | $672K | Buy |
16,480
+9,844
| +148% | +$401K | ﹤0.01% | 961 |
|
|
2020
Q1 | $240K | Buy |
6,636
+45
| +0.7% | +$1.63K | ﹤0.01% | 1222 |
|
|
2019
Q4 | $260K | Buy |
6,591
+867
| +15% | +$34.2K | ﹤0.01% | 1295 |
|
|
2019
Q3 | $206K | Buy |
+5,724
| New | +$206K | ﹤0.01% | 1339 |
|