Lido Advisors’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
Q2
$2.08M Buy
2025
Q1
$796K Buy
2024
Q4
$479K Buy
2024
Q3
$474K Sell
2024
Q2
$416K Buy
2024
Q1
$388K Buy
2023
Q4
$207K Sell
2023
Q3
$2.18M Buy