Kingsview Wealth Management’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 | $584K | Buy |
5,267
+114
| +2% | +$12.6K | 0.01% | 720 |
|
|
2025
Q1 | $641K | Sell |
5,153
-72
| -1% | -$8.96K | 0.01% | 656 |
|
|
2024
Q4 | $533K | Sell |
5,225
-42
| -0.8% | -$4.29K | 0.01% | 715 |
|
|
2024
Q3 | $546K | Buy |
5,267
+68
| +1% | +$7.04K | 0.01% | 683 |
|
|
2024
Q2 | $465K | Sell |
5,199
-52
| -1% | -$4.65K | 0.01% | 702 |
|
|
2024
Q1 | $460K | Buy |
5,251
+2,199
| +72% | +$193K | 0.01% | 688 |
|
|
2023
Q4 | $217K | Sell |
3,052
-33
| -1% | -$2.35K | 0.01% | 878 |
|
|
2023
Q3 | $215K | Buy |
+3,085
| New | +$215K | 0.01% | 859 |
|
|
2022
Q2 | – | Sell |
-3,081
| Closed | -$223K | – | 815 |
|
|
2022
Q1 | $223K | Buy |
3,081
+94
| +3% | +$6.79K | 0.01% | 789 |
|
|
2021
Q4 | $210K | Buy |
+2,987
| New | +$210K | 0.01% | 830 |
|
|
2021
Q1 | – | Sell |
-5,618
| Closed | -$266K | – | 814 |
|
|
2020
Q4 | $266K | Sell |
5,618
-429
| -7% | -$20.3K | 0.02% | 578 |
|
|
2020
Q3 | $274K | Sell |
6,047
-15,166
| -71% | -$687K | 0.02% | 494 |
|
|
2020
Q2 | $865K | Buy |
21,213
+2,974
| +16% | +$121K | 0.09% | 225 |
|
|
2020
Q1 | $661K | Buy |
+18,239
| New | +$661K | 0.09% | 231 |
|