Lindenwold Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,795
| Closed | -$786K | – | 116 |
|
|
2024
Q2 | $786K | Sell |
8,795
-204
| -2% | -$18.2K | 0.42% | 56 |
|
|
2024
Q1 | $788K | Sell |
8,999
-81
| -0.9% | -$7.09K | 0.42% | 54 |
|
|
2023
Q4 | $646K | Sell |
9,080
-251
| -3% | -$17.8K | 0.37% | 57 |
|
|
2023
Q3 | $652K | Sell |
9,331
-4,239
| -31% | -$296K | 0.41% | 54 |
|
|
2023
Q2 | $934K | Sell |
13,570
-3,637
| -21% | -$250K | 0.57% | 52 |
|
|
2023
Q1 | $988K | Sell |
17,207
-127
| -0.7% | -$7.29K | 0.61% | 51 |
|
|
2022
Q4 | $988K | Sell |
17,334
-1,970
| -10% | -$112K | 0.66% | 52 |
|
|
2022
Q3 | $1.17M | Buy |
19,304
+69
| +0.4% | +$4.18K | 0.86% | 45 |
|
|
2022
Q2 | $1.12M | Buy |
19,235
+183
| +1% | +$10.7K | 0.8% | 45 |
|
|
2022
Q1 | $1.38M | Buy |
19,052
+935
| +5% | +$67.6K | 0.85% | 42 |
|
|
2021
Q4 | $1.27M | Buy |
+18,117
| New | +$1.27M | 0.74% | 46 |
|