Larson Financial Group’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 | $150K | Sell |
1,353
-62
| -4% | -$6.87K | 0.01% | 721 |
|
|
2025
Q1 | $176K | Buy |
1,415
+1,094
| +341% | +$136K | 0.01% | 643 |
|
|
2024
Q4 | $32.8K | Buy |
321
+49
| +18% | +$5.01K | ﹤0.01% | 1035 |
|
|
2024
Q3 | $28.2K | Sell |
272
-260
| -49% | -$26.9K | ﹤0.01% | 1077 |
|
|
2024
Q2 | $47.6K | Buy |
532
+211
| +66% | +$18.9K | ﹤0.01% | 822 |
|
|
2024
Q1 | $28.1K | Sell |
321
-22
| -6% | -$1.92K | ﹤0.01% | 819 |
|
|
2023
Q4 | $24.4K | Hold |
343
| – | – | ﹤0.01% | 799 |
|
|
2023
Q3 | $24K | Sell |
343
-4,481
| -93% | -$313K | ﹤0.01% | 770 |
|
|
2023
Q2 | $332K | Buy |
4,824
+37
| +0.8% | +$2.55K | 0.03% | 242 |
|
|
2023
Q1 | $275K | Buy |
4,787
+3
| +0.1% | +$172 | 0.03% | 276 |
|
|
2022
Q4 | $273K | Buy |
4,784
+32
| +0.7% | +$1.82K | 0.03% | 258 |
|
|
2022
Q3 | $287K | Buy |
4,752
+4,559
| +2,362% | +$275K | 0.04% | 230 |
|
|
2022
Q2 | $11K | Buy |
+193
| New | +$11K | ﹤0.01% | 684 |
|