LAM
Lountzis Asset Management’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
108,718
-363
| -0.3% | -$40.2K | 4.24% | 9 |
|
|
2025
Q1 | $12.5M | Sell |
109,081
-11,821
| -10% | -$1.36M | 4.73% | 8 |
|
|
2024
Q4 | $12.3M | Sell |
120,902
-3,035
| -2% | -$310K | 5.22% | 6 |
|
|
2024
Q3 | $12.8M | Sell |
123,937
-2,081
| -2% | -$216K | 5.34% | 6 |
|
|
2024
Q2 | $11.3M | Sell |
126,018
-986
| -0.8% | -$88.2K | 5.27% | 5 |
|
|
2024
Q1 | $11.1M | Sell |
127,004
-38
| -0% | -$3.33K | 5.27% | 6 |
|
|
2023
Q4 | $9.03M | Sell |
127,042
-3,235
| -2% | -$230K | 4.93% | 6 |
|
|
2023
Q3 | $9.1M | Hold |
130,277
| – | – | 5.08% | 6 |
|
|
2023
Q2 | $9.3M | Sell |
130,277
-9,465
| -7% | -$676K | 5.13% | 6 |
|
|
2023
Q1 | $8.02M | Sell |
139,742
-948
| -0.7% | -$54.4K | 4.75% | 6 |
|
|
2022
Q4 | $8.32M | Sell |
140,690
-5,256
| -4% | -$311K | 4.99% | 7 |
|
|
2022
Q3 | $8.83M | Sell |
145,946
-1,609
| -1% | -$97.3K | 5.99% | 5 |
|
|
2022
Q2 | $8.61M | Sell |
147,555
-1,170
| -0.8% | -$68.3K | 5.76% | 7 |
|
|
2022
Q1 | $10.7M | Sell |
148,725
-1,629
| -1% | -$118K | 5.97% | 5 |
|
|
2021
Q4 | $10.6M | Sell |
150,354
-562
| -0.4% | -$39.5K | 6.04% | 6 |
|
|
2021
Q3 | $8.37M | Sell |
150,916
-14,750
| -9% | -$818K | 5.21% | 7 |
|
|
2021
Q2 | $8.8M | Buy |
165,666
+585
| +0.4% | +$31.1K | 5.37% | 7 |
|
|
2021
Q1 | $7.55M | Sell |
165,081
-2,199
| -1% | -$101K | 5.02% | 7 |
|
|
2020
Q4 | $7.93M | Sell |
167,280
-8,380
| -5% | -$397K | 5.82% | 7 |
|
|
2020
Q3 | $7.95M | Sell |
175,660
-200
| -0.1% | -$9.05K | 6.84% | 4 |
|
|
2020
Q2 | $7.17M | Buy |
+175,860
| New | +$7.17M | 6.79% | 5 |
|