Kingsview Wealth Management’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 | $584K | Buy |
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|
2025
Q1 | $641K | Sell |
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|
2024
Q4 | $533K | Sell |
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|
2024
Q3 | $546K | Buy |
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|
2024
Q2 | $465K | Sell |
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|
2024
Q1 | $460K | Buy |
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|
2023
Q4 | $217K | Sell |
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|
2023
Q3 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $223K | Buy |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $266K | Sell |
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|
2020
Q3 | $274K | Sell |
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|
2020
Q2 | $865K | Buy |
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|
2020
Q1 | $661K | Buy |
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