KFA
Kelleher Financial Advisors’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.66M | Hold |
42,048
| – | – | 1.62% | 11 |
|
|
2025
Q1 | $5.23M | Sell |
42,048
-21
| -0% | -$2.61K | 2.08% | 9 |
|
|
2024
Q4 | $4.29M | Buy |
42,069
+21
| +0% | +$2.14K | 1.62% | 11 |
|
|
2024
Q3 | $4.36M | Hold |
42,048
| – | – | 1.66% | 12 |
|
|
2024
Q2 | $3.76M | Hold |
42,048
| – | – | 1.54% | 11 |
|
|
2024
Q1 | $3.68M | Hold |
42,048
| – | – | 1.53% | 13 |
|
|
2023
Q4 | $2.99M | Hold |
42,048
| – | – | 1.4% | 14 |
|
|
2023
Q3 | $2.94M | Hold |
42,048
| – | – | 1.51% | 13 |
|
|
2023
Q2 | $2.89M | Hold |
42,048
| – | – | 1.67% | 12 |
|
|
2023
Q1 | $2.41M | Hold |
42,048
| – | – | 1.59% | 12 |
|
|
2022
Q4 | $2.4M | Hold |
42,048
| – | – | 1.8% | 8 |
|
|
2022
Q3 | $2.54M | Hold |
42,048
| – | – | 1.82% | 8 |
|
|
2022
Q2 | $2.45M | Hold |
42,048
| – | – | 1.1% | 14 |
|
|
2022
Q1 | $3.04M | Buy |
42,048
+8,889
| +27% | +$642K | 1.68% | 10 |
|
|
2021
Q4 | $2.33M | Buy |
33,159
+3,159
| +11% | +$222K | 1.24% | 15 |
|
|
2021
Q3 | $1.66M | Hold |
30,000
| – | – | 0.73% | 28 |
|
|
2021
Q2 | $1.59M | Hold |
30,000
| – | – | 0.9% | 22 |
|
|
2021
Q1 | $1.37M | Hold |
30,000
| – | – | 0.88% | 23 |
|
|
2020
Q4 | $1.42M | Hold |
30,000
| – | – | 1.07% | 16 |
|
|
2020
Q3 | $1.36M | Hold |
30,000
| – | – | 1.13% | 16 |
|
|
2020
Q2 | $1.22M | Hold |
30,000
| – | – | 1.17% | 17 |
|
|
2020
Q1 | $1.09M | Hold |
30,000
| – | – | 1.3% | 14 |
|
|
2019
Q4 | $1.18M | Hold |
30,000
| – | – | 1.19% | 19 |
|
|
2019
Q3 | $1.08M | Hold |
30,000
| – | – | 1.32% | 16 |
|
|
2019
Q2 | $1.01M | Buy |
+30,000
| New | +$1.01M | 1.24% | 18 |
|