Mutual 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 | $423K | Sell |
4,091
-99
| -2% | -$10.2K | 0.01% | 859 |
|
|
2025
Q1 | $480K | Buy |
4,190
+673
| +19% | +$77K | 0.01% | 728 |
|
|
2024
Q4 | $373K | Buy |
3,517
+407
| +13% | +$43.1K | 0.01% | 815 |
|
|
2024
Q3 | $327K | Buy |
3,110
+357
| +13% | +$37.6K | 0.01% | 854 |
|
|
2024
Q2 | $272K | Buy |
2,753
+175
| +7% | +$17.3K | 0.01% | 926 |
|
|
2024
Q1 | $226K | Buy |
+2,578
| New | +$226K | 0.01% | 990 |
|