JWCA
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J.W. Cole Advisors’s Brown & Brown BRO Stock Holding History

J.W. Cole Advisors’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$757K Buy
6,832
+39
+0.6% +$4.32K 0.02% 772
2025
Q1 		$845K Buy
6,793
+4,712
+226% +$586K 0.03% 591
2024
Q4 		$212K Sell
2,081
-4
-0.2% -$408 0.01% 884
2024
Q3 		$216K Buy
+2,085
New +$216K 0.01% 881