JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Hold |
154
| – | – | ﹤0.01% | 694 |
|
|
2025
Q1 | $19.2K | Hold |
154
| – | – | ﹤0.01% | 672 |
|
|
2024
Q4 | $15.7K | Hold |
154
| – | – | ﹤0.01% | 708 |
|
|
2024
Q3 | $16K | Buy |
154
+4
| +3% | +$414 | ﹤0.01% | 694 |
|
|
2024
Q2 | $13.4K | Hold |
150
| – | – | ﹤0.01% | 706 |
|
|
2024
Q1 | $13.1K | Hold |
150
| – | – | ﹤0.01% | 733 |
|
|
2023
Q4 | $10.7K | Sell |
150
-2
| -1% | -$142 | ﹤0.01% | 751 |
|
|
2023
Q3 | $10.6K | Buy |
152
+7
| +5% | +$489 | ﹤0.01% | 707 |
|
|
2023
Q2 | $9.98K | Buy |
145
+1
| +0.7% | +$69 | ﹤0.01% | 733 |
|
|
2023
Q1 | $8.27K | Buy |
144
+6
| +4% | +$345 | ﹤0.01% | 781 |
|
|
2022
Q4 | $7.86K | Sell |
138
-44
| -24% | -$2.51K | ﹤0.01% | 807 |
|
|
2022
Q3 | $11K | Sell |
182
-49
| -21% | -$2.96K | ﹤0.01% | 693 |
|
|
2022
Q2 | $13K | Buy |
231
+86
| +59% | +$4.84K | ﹤0.01% | 687 |
|
|
2022
Q1 | $10K | Buy |
145
+84
| +138% | +$5.79K | ﹤0.01% | 779 |
|
|
2021
Q4 | $4K | Buy |
+61
| New | +$4K | ﹤0.01% | 833 |
|