Mattern Wealth Management’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
Q3 | $270K | Hold |
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|
2025
Q2 | $319K | Hold |
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|
2025
Q1 | $358K | Hold |
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|
2024
Q4 | $294K | Hold |
|
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $260K | Sell |
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|
2023
Q4 | $257K | Sell |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $262K | Hold |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $217K | Sell |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $283K | Hold |
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|
2021
Q4 | $275K | Sell |
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|
2021
Q3 | $221K | Hold |
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|
2021
Q2 | $214K | Buy |
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