Morgan Dempsey Capital Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-1,589
| Closed | -$72K | – | 112 |
|
2020
Q3 | $72K | Sell |
1,589
-586
| -27% | -$26.6K | 0.03% | 66 |
|
2020
Q2 | $89K | Sell |
2,175
-627
| -22% | -$25.7K | 0.04% | 62 |
|
2020
Q1 | $101K | Sell |
2,802
-43
| -2% | -$1.55K | 0.05% | 52 |
|
2019
Q4 | $112K | Sell |
2,845
-20
| -0.7% | -$787 | 0.04% | 85 |
|
2019
Q3 | $103K | Hold |
2,865
| – | – | 0.04% | 110 |
|
2019
Q2 | $96K | Hold |
2,865
| – | – | 0.04% | 114 |
|
2019
Q1 | $85K | Hold |
2,865
| – | – | 0.03% | 118 |
|
2018
Q4 | $79K | Sell |
2,865
-87
| -3% | -$2.4K | 0.03% | 126 |
|
2018
Q3 | $87K | Hold |
2,952
| – | – | 0.03% | 121 |
|
2018
Q2 | $82K | Sell |
2,952
-787
| -21% | -$21.9K | 0.03% | 123 |
|
2018
Q1 | $95.1K | Buy |
3,739
+2,743
| +275% | +$69.8K | 0.04% | 124 |
|
2017
Q4 | $25.6K | Hold |
996
| – | – | 0.01% | 151 |
|
2017
Q3 | $24K | Sell |
996
-574
| -37% | -$13.8K | 0.01% | 144 |
|
2017
Q2 | $34K | Buy |
+1,570
| New | +$34K | 0.01% | 143 |
|