Journey Strategic Wealth’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 | $518K | Buy |
4,675
+162
| +4% | +$18K | 0.02% | 291 |
|
|
2025
Q1 | $561K | Buy |
4,513
+27
| +0.6% | +$3.36K | 0.02% | 207 |
|
|
2024
Q4 | $458K | Buy |
4,486
+99
| +2% | +$10.1K | 0.02% | 240 |
|
|
2024
Q3 | $454K | Buy |
4,387
+344
| +9% | +$35.6K | 0.02% | 237 |
|
|
2024
Q2 | $361K | Buy |
4,043
+1,071
| +36% | +$95.8K | 0.02% | 214 |
|
|
2024
Q1 | $260K | Hold |
2,972
| – | – | 0.01% | 221 |
|
|
2023
Q4 | $211K | Hold |
2,972
| – | – | 0.01% | 191 |
|
|
2023
Q3 | $208K | Hold |
2,972
| – | – | 0.01% | 169 |
|
|
2023
Q2 | $205K | Sell |
2,972
-1,302
| -30% | -$89.6K | 0.01% | 172 |
|
|
2023
Q1 | $245K | Buy |
4,274
+2
| +0% | +$115 | 0.03% | 195 |
|
|
2022
Q4 | $243K | Buy |
4,272
+889
| +26% | +$50.6K | 0.03% | 173 |
|
|
2022
Q3 | $205K | Buy |
+3,383
| New | +$205K | 0.03% | 153 |
|
|
2022
Q2 | – | Sell |
-3,815
| Closed | -$275K | – | 139 |
|
|
2022
Q1 | $275K | Buy |
3,815
+405
| +12% | +$29.2K | 0.03% | 109 |
|
|
2021
Q4 | $240K | Buy |
+3,410
| New | +$240K | 0.03% | 157 |
|