Legacy Capital Wealth Partners’s Brown & Brown BRO Stock Holding History

Legacy Capital Wealth Partners’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$575K	Sell
2025 Q1	$664K	Sell
2024 Q4	$608K	Sell
2024 Q3	$656K	Sell
2024 Q2	$620K	Buy
2024 Q1	–	Sell
2023 Q4	$449K	Buy
2023 Q3	$430K	Buy
2023 Q2	–	Sell
2023 Q1	$305K	Buy