National Wealth Management Group’s Brown & Brown BRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$422K	Buy	+3,393	New	+$422K	0.28%	88
2024 Q2	–	Sell	-5,168	Closed	-$452K	–	133
2024 Q1	$452K	Buy	+5,168	New	+$452K	0.35%	77