Mattern Wealth Management’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 | $319K | Hold |
2,878
| – | – | 0.07% | 120 |
|
|
2025
Q1 | $358K | Hold |
2,878
| – | – | 0.08% | 120 |
|
|
2024
Q4 | $294K | Hold |
2,878
| – | – | 0.06% | 136 |
|
|
2024
Q3 | $298K | Sell |
2,878
-88
| -3% | -$9.12K | 0.07% | 142 |
|
|
2024
Q2 | $265K | Hold |
2,966
| – | – | 0.06% | 148 |
|
|
2024
Q1 | $260K | Sell |
2,966
-654
| -18% | -$57.3K | 0.06% | 152 |
|
|
2023
Q4 | $257K | Sell |
3,620
-46
| -1% | -$3.27K | 0.07% | 149 |
|
|
2023
Q3 | $256K | Sell |
3,666
-144
| -4% | -$10.1K | 0.08% | 144 |
|
|
2023
Q2 | $262K | Hold |
3,810
| – | – | 0.08% | 143 |
|
|
2023
Q1 | $219K | Hold |
3,810
| – | – | 0.07% | 163 |
|
|
2022
Q4 | $217K | Sell |
3,810
-100
| -3% | -$5.7K | 0.09% | 152 |
|
|
2022
Q3 | $236K | Hold |
3,910
| – | – | 0.09% | 140 |
|
|
2022
Q2 | $228K | Hold |
3,910
| – | – | 0.09% | 139 |
|
|
2022
Q1 | $283K | Hold |
3,910
| – | – | 0.09% | 132 |
|
|
2021
Q4 | $275K | Sell |
3,910
-74
| -2% | -$5.21K | 0.08% | 150 |
|
|
2021
Q3 | $221K | Hold |
3,984
| – | – | 0.07% | 155 |
|
|
2021
Q2 | $214K | Buy |
+3,984
| New | +$214K | 0.07% | 161 |
|