MFWM
Motley Fool Wealth Management’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.2M | Sell |
226,913
-26,530
| -10% | -$2.94M | 1.52% | 16 |
|
|
2025
Q1 | $31.5M | Sell |
253,443
-24,162
| -9% | -$3.01M | 1.86% | 15 |
|
|
2024
Q4 | $28.4M | Sell |
277,605
-13,551
| -5% | -$1.38M | 1.46% | 15 |
|
|
2024
Q3 | $30.2M | Sell |
291,156
-53,328
| -15% | -$5.52M | 1.51% | 14 |
|
|
2024
Q2 | $30.8M | Buy |
344,484
+7,365
| +2% | +$659K | 1.57% | 14 |
|
|
2024
Q1 | $29.5M | Sell |
337,119
-49,766
| -13% | -$4.36M | 1.52% | 17 |
|
|
2023
Q4 | $27.5M | Sell |
386,885
-11,768
| -3% | -$837K | 1.44% | 19 |
|
|
2023
Q3 | $27.9M | Sell |
398,653
-6,058
| -1% | -$424K | 1.61% | 16 |
|
|
2023
Q2 | $27.8M | Sell |
404,711
-7,579
| -2% | -$521K | 1.64% | 17 |
|
|
2023
Q1 | $23.7M | Buy |
412,290
+15,593
| +4% | +$895K | 1.48% | 20 |
|
|
2022
Q4 | $22.6M | Sell |
396,697
-11,875
| -3% | -$676K | 1.57% | 19 |
|
|
2022
Q3 | $24.7M | Sell |
408,572
-6,831
| -2% | -$413K | 1.62% | 20 |
|
|
2022
Q2 | $24.2M | Sell |
415,403
-9,462
| -2% | -$552K | 1.52% | 22 |
|
|
2022
Q1 | $30.7M | Sell |
424,865
-6,629
| -2% | -$479K | 1.47% | 18 |
|
|
2021
Q4 | $30.3M | Sell |
431,494
-9,214
| -2% | -$648K | 1.32% | 22 |
|
|
2021
Q3 | $24.4M | Sell |
440,708
-6,331
| -1% | -$351K | 1.06% | 33 |
|
|
2021
Q2 | $23.8M | Buy |
447,039
+107,905
| +32% | +$5.73M | 1% | 33 |
|
|
2021
Q1 | $15.5M | Buy |
339,134
+85,486
| +34% | +$3.91M | 0.7% | 51 |
|
|
2020
Q4 | $12M | Buy |
253,648
+79,754
| +46% | +$3.78M | 0.54% | 59 |
|
|
2020
Q3 | $7.87M | Buy |
173,894
+2,852
| +2% | +$129K | 0.41% | 68 |
|
|
2020
Q2 | $6.97M | Buy |
+171,042
| New | +$6.97M | 0.4% | 74 |
|