Legacy Wealth Asset Management’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$300K Buy
2025
Q2
$346K Sell
2025
Q1
$457K Sell
2024
Q4
$401K Sell
2024
Q3
$434K Buy
2024
Q2
$354K Buy
2024
Q1
$342K Buy
2023
Q4
$240K Buy