Legacy Capital Wealth Partners’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 | $575K | Sell |
5,183
-156
| -3% | -$17.3K | 0.13% | 166 |
|
|
2025
Q1 | $664K | Sell |
5,339
-624
| -10% | -$77.6K | 0.16% | 134 |
|
|
2024
Q4 | $608K | Sell |
5,963
-365
| -6% | -$37.2K | 0.15% | 138 |
|
|
2024
Q3 | $656K | Sell |
6,328
-605
| -9% | -$62.7K | 0.13% | 147 |
|
|
2024
Q2 | $620K | Buy |
+6,933
| New | +$620K | 0.16% | 127 |
|
|
2024
Q1 | – | Sell |
-6,316
| Closed | -$449K | – | 147 |
|
|
2023
Q4 | $449K | Buy |
6,316
+158
| +3% | +$11.2K | 0.13% | 159 |
|
|
2023
Q3 | $430K | Buy |
+6,158
| New | +$430K | 0.12% | 163 |
|
|
2023
Q2 | – | Sell |
-5,315
| Closed | -$305K | – | 69 |
|
|
2023
Q1 | $305K | Buy |
+5,315
| New | +$305K | 0.08% | 193 |
|