Montag & Associates’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
Q2 | $130K | Hold |
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|
2025
Q1 | $146K | Hold |
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|
2024
Q4 | $120K | Hold |
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|
2024
Q3 | $122K | Buy |
|
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|
2024
Q2 | $87.6K | Hold |
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|
2024
Q1 | $85.8K | Hold |
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|
2023
Q4 | $69.7K | Hold |
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|
2023
Q3 | $68.4K | Sell |
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|
2023
Q2 | $94.8K | Hold |
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|
2023
Q1 | $79.1K | Sell |
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|
2022
Q4 | $98.4K | Hold |
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|
2022
Q3 | $105K | Buy |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $7K | Hold |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Buy |
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