MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,102
| Closed | -$62.8K | – | 163 |
|
|
2022
Q4 | $62.8K | Buy |
+1,102
| New | +$62.8K | 0.02% | 165 |
|
|
2018
Q4 | – | Sell |
-1,102
| Closed | -$32K | – | 150 |
|
|
2018
Q3 | $32K | Sell |
1,102
-76
| -6% | -$2.21K | 0.02% | 163 |
|
|
2018
Q2 | $32K | Hold |
1,178
| – | – | 0.02% | 153 |
|
|
2018
Q1 | $29K | Hold |
1,178
| – | – | 0.02% | 157 |
|
|
2017
Q4 | $30K | Hold |
1,178
| – | – | 0.02% | 149 |
|
|
2017
Q3 | $28K | Hold |
1,178
| – | – | 0.02% | 151 |
|
|
2017
Q2 | $25K | Hold |
1,178
| – | – | 0.02% | 161 |
|
|
2017
Q1 | $24K | Hold |
1,178
| – | – | 0.02% | 157 |
|
|
2016
Q4 | $26K | Hold |
1,178
| – | – | 0.02% | 146 |
|
|
2016
Q3 | $22K | Hold |
1,178
| – | – | 0.02% | 172 |
|
|
2016
Q2 | $22K | Hold |
1,178
| – | – | 0.02% | 169 |
|
|
2016
Q1 | $21K | Buy |
1,178
+76
| +7% | +$1.36K | 0.02% | 166 |
|
|
2015
Q4 | $17K | Buy |
+1,102
| New | +$17K | 0.02% | 177 |
|