Motive Wealth Advisors’s Brown & Brown BRO Stock Holding History

Motive Wealth Advisors’s Portfolio BRO Stock Details BRO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell
2022 Q3	$222K	Sell
2022 Q2	$1.3M	Sell
2022 Q1	$1.61M	Sell
2021 Q4	$1.64M	Sell
2021 Q3	$1.33M	Buy
2021 Q2	$1.11M	Buy