Mount Yale Investment Advisors’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 | $514K | Sell |
4,639
-2,205
| -32% | -$244K | 0.04% | 336 |
|
|
2025
Q1 | $851K | Sell |
6,844
-1,555
| -19% | -$193K | 0.07% | 222 |
|
|
2024
Q4 | $857K | Sell |
8,399
-16
| -0.2% | -$1.63K | 0.07% | 235 |
|
|
2024
Q3 | $872K | Sell |
8,415
-379
| -4% | -$39.3K | 0.08% | 222 |
|
|
2024
Q2 | $786K | Sell |
8,794
-430
| -5% | -$38.4K | 0.06% | 254 |
|
|
2024
Q1 | $807K | Buy |
9,224
+3,467
| +60% | +$304K | 0.06% | 264 |
|
|
2023
Q4 | $409K | Buy |
+5,757
| New | +$409K | 0.04% | 355 |
|