Koshinski Asset Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-9,614
| Closed | -$996K | – | 632 |
|
2024
Q3 | $996K | Buy |
9,614
+5,344
| +125% | +$554K | 0.09% | 244 |
|
2024
Q2 | $385K | Sell |
4,270
-80
| -2% | -$7.21K | 0.04% | 406 |
|
2024
Q1 | $381K | Buy |
+4,350
| New | +$381K | 0.04% | 380 |
|
2022
Q2 | – | Sell |
-1,618
| Closed | -$117K | – | 742 |
|
2022
Q1 | $117K | Sell |
1,618
-39
| -2% | -$2.82K | 0.01% | 771 |
|
2021
Q4 | $116K | Sell |
1,657
-33
| -2% | -$2.32K | 0.01% | 802 |
|
2021
Q3 | $93.7K | Buy |
+1,690
| New | +$93.7K | 0.01% | 870 |
|