LWAM
Legacy Wealth Asset Management’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
3,119
-551
| -15% | -$61.1K | 0.09% | 297 |
|
|
2025
Q1 | $457K | Sell |
3,670
-261
| -7% | -$32.5K | 0.13% | 251 |
|
|
2024
Q4 | $401K | Sell |
3,931
-259
| -6% | -$26.4K | 0.11% | 271 |
|
|
2024
Q3 | $434K | Buy |
4,190
+234
| +6% | +$24.2K | 0.12% | 266 |
|
|
2024
Q2 | $354K | Buy |
3,956
+49
| +1% | +$4.38K | 0.1% | 281 |
|
|
2024
Q1 | $342K | Buy |
3,907
+528
| +16% | +$46.2K | 0.1% | 283 |
|
|
2023
Q4 | $240K | Buy |
+3,379
| New | +$240K | 0.08% | 316 |
|