NewEdge Wealth’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 | – | Sell |
-2,270
| Closed | -$232K | – | 936 |
|
|
2024
Q4 | $232K | Buy |
2,270
+76
| +3% | +$7.75K | ﹤0.01% | 846 |
|
|
2024
Q3 | $227K | Buy |
+2,194
| New | +$227K | ﹤0.01% | 803 |
|
|
2024
Q2 | – | Sell |
-2,880
| Closed | -$239K | – | 771 |
|
|
2024
Q1 | $239K | Buy |
+2,880
| New | +$239K | 0.01% | 719 |
|
|
2022
Q3 | – | Sell |
-11,665
| Closed | -$681K | – | 529 |
|
|
2022
Q2 | $681K | Buy |
+11,665
| New | +$681K | 0.03% | 340 |
|