Lake Street Advisors Group’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
$228K Buy
2,234
+37
+2% +$3.78K 0.01% 530
2024
Q3
$228K Buy
+2,197
New +$228K 0.01% 533
2024
Q2
Sell
-2,328
Closed -$204K 630
2024
Q1
$204K Buy
+2,328
New +$204K 0.01% 556