Mayflower Financial 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 | $603K | Sell |
5,436
-1
| -0% | -$111 | 0.08% | 210 |
|
2025
Q1 | $676K | Sell |
5,437
-88
| -2% | -$10.9K | 0.1% | 189 |
|
2024
Q4 | $564K | Sell |
5,525
-8
| -0.1% | -$816 | 0.08% | 207 |
|
2024
Q3 | $573K | Sell |
5,533
-30
| -0.5% | -$3.11K | 0.09% | 200 |
|
2024
Q2 | $497K | Buy |
5,563
+8
| +0.1% | +$715 | 0.08% | 210 |
|
2024
Q1 | $486K | Sell |
5,555
-200
| -3% | -$17.5K | 0.08% | 216 |
|
2023
Q4 | $409K | Sell |
5,755
-9
| -0.2% | -$640 | 0.06% | 224 |
|
2023
Q3 | $403K | Sell |
5,764
-2,019
| -26% | -$141K | 0.06% | 216 |
|
2023
Q2 | $536K | Sell |
7,783
-838
| -10% | -$57.7K | 0.07% | 194 |
|
2023
Q1 | $495K | Buy |
8,621
+1,937
| +29% | +$111K | 0.07% | 202 |
|
2022
Q4 | $381K | Buy |
6,684
+1,153
| +21% | +$65.7K | 0.05% | 235 |
|
2022
Q3 | $335K | Buy |
5,531
+924
| +20% | +$56K | 0.05% | 237 |
|
2022
Q2 | $269K | Sell |
4,607
-3
| -0.1% | -$175 | 0.04% | 264 |
|
2022
Q1 | $333K | Buy |
4,610
+10
| +0.2% | +$722 | 0.04% | 252 |
|
2021
Q4 | $323K | Hold |
4,600
| – | – | 0.04% | 253 |
|
2021
Q3 | $295K | Buy |
4,600
+5
| +0.1% | +$321 | 0.04% | 262 |
|
2021
Q2 | $244K | Buy |
+4,595
| New | +$244K | 0.03% | 274 |
|