Kingswood Wealth Advisors’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
$342K Buy
3,088
+98
+3% +$10.9K 0.03% 528
2025
Q1
$372K Sell
2,990
-11
-0.4% -$1.37K 0.03% 477
2024
Q4
$306K Buy
+3,001
New +$306K 0.02% 597