Kelleher Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.66M | Hold |
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|
2025
Q1 | $5.23M | Sell |
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|
2024
Q4 | $4.29M | Buy |
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|
2024
Q3 | $4.36M | Hold |
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|
2024
Q2 | $3.76M | Hold |
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|
2024
Q1 | $3.68M | Hold |
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|
2023
Q4 | $2.99M | Hold |
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|
2023
Q3 | $2.94M | Hold |
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|
2023
Q2 | $2.89M | Hold |
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|
2023
Q1 | $2.41M | Hold |
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|
2022
Q4 | $2.4M | Hold |
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|
2022
Q3 | $2.54M | Hold |
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|
2022
Q2 | $2.45M | Hold |
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|
2022
Q1 | $3.04M | Buy |
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|
2021
Q4 | $2.33M | Buy |
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|
2021
Q3 | $1.66M | Hold |
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|
2021
Q2 | $1.59M | Hold |
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|
2021
Q1 | $1.37M | Hold |
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|
2020
Q4 | $1.42M | Hold |
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|
2020
Q3 | $1.36M | Hold |
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|
2020
Q2 | $1.22M | Hold |
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|
2020
Q1 | $1.09M | Hold |
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|
2019
Q4 | $1.18M | Hold |
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|
2019
Q3 | $1.08M | Hold |
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|
2019
Q2 | $1M | Buy |
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