Moneta Group Investment 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 | $280K | Buy |
2,523
+24
| +1% | +$2.66K | ﹤0.01% | 580 |
|
|
2025
Q1 | $311K | Sell |
2,499
-658
| -21% | -$81.9K | ﹤0.01% | 518 |
|
|
2024
Q4 | $322K | Sell |
3,157
-82
| -3% | -$8.37K | ﹤0.01% | 517 |
|
|
2024
Q3 | $336K | Buy |
3,239
+68
| +2% | +$7.05K | ﹤0.01% | 490 |
|
|
2024
Q2 | $284K | Sell |
3,171
-565
| -15% | -$50.5K | ﹤0.01% | 502 |
|
|
2024
Q1 | $327K | Buy |
3,736
+418
| +13% | +$36.6K | 0.01% | 459 |
|
|
2023
Q4 | $236K | Buy |
+3,318
| New | +$236K | ﹤0.01% | 497 |
|