Montag & Associates’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 | $130K | Hold |
1,177
| – | – | 0.01% | 447 |
|
|
2025
Q1 | $146K | Hold |
1,177
| – | – | 0.01% | 442 |
|
|
2024
Q4 | $120K | Hold |
1,177
| – | – | 0.01% | 479 |
|
|
2024
Q3 | $122K | Buy |
1,177
+197
| +20% | +$20.4K | 0.01% | 483 |
|
|
2024
Q2 | $87.6K | Hold |
980
| – | – | ﹤0.01% | 508 |
|
|
2024
Q1 | $85.8K | Hold |
980
| – | – | ﹤0.01% | 505 |
|
|
2023
Q4 | $69.7K | Hold |
980
| – | – | ﹤0.01% | 520 |
|
|
2023
Q3 | $68.4K | Sell |
980
-397
| -29% | -$27.7K | ﹤0.01% | 500 |
|
|
2023
Q2 | $94.8K | Hold |
1,377
| – | – | 0.01% | 474 |
|
|
2023
Q1 | $79.1K | Sell |
1,377
-351
| -20% | -$20.2K | 0.01% | 482 |
|
|
2022
Q4 | $98.4K | Hold |
1,728
| – | – | 0.01% | 448 |
|
|
2022
Q3 | $105K | Buy |
1,728
+1,628
| +1,628% | +$98.9K | 0.01% | 435 |
|
|
2022
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 733 |
|
|
2022
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 744 |
|
|
2021
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 752 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 758 |
|
|
2021
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 762 |
|
|
2021
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 764 |
|