Marshall & Sterling Wealth Advisors’s Brown & Brown BRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18.9K	Sell	171 -35	-17%	-$3.86K	0.01%	266
2025 Q1	$25.6K	Buy	+206	New	+$25.6K	0.02%	234