JP Morgan Private Wealth Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.78M | Buy |
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|
2022
Q3 | $1.57M | Buy |
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|
2022
Q2 | $1.47M | Buy |
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|
2022
Q1 | $1.58M | Buy |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $915K | Buy |
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|
2021
Q2 | $859K | Sell |
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|
2021
Q1 | $885K | Buy |
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|
2020
Q4 | $893K | Buy |
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|
2020
Q3 | $825K | Buy |
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|
2020
Q2 | $672K | Buy |
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|
2020
Q1 | $240K | Buy |
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|
2019
Q4 | $260K | Buy |
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|
2019
Q3 | $206K | Buy |
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