NFP Retirement Inc’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 | $743K | Buy |
6,703
+23
| +0.3% | +$2.55K | 0.05% | 158 |
|
|
2025
Q1 | $831K | Hold |
6,680
| – | – | 0.07% | 134 |
|
|
2024
Q4 | $681K | Hold |
6,680
| – | – | 0.05% | 153 |
|
|
2024
Q3 | $692K | Hold |
6,680
| – | – | 0.06% | 155 |
|
|
2024
Q2 | $597K | Hold |
6,680
| – | – | 0.05% | 171 |
|
|
2024
Q1 | $585K | Sell |
6,680
-500
| -7% | -$43.8K | 0.05% | 168 |
|
|
2023
Q4 | $511K | Hold |
7,180
| – | – | 0.09% | 148 |
|
|
2023
Q3 | $501K | Sell |
7,180
-432
| -6% | -$30.2K | 0.1% | 146 |
|
|
2023
Q2 | $524K | Sell |
7,612
-468
| -6% | -$32.2K | 0.1% | 146 |
|
|
2023
Q1 | $464K | Sell |
8,080
-900
| -10% | -$51.7K | 0.09% | 158 |
|
|
2022
Q4 | $512K | Sell |
8,980
-128
| -1% | -$7.29K | 0.11% | 144 |
|
|
2022
Q3 | $551K | Hold |
9,108
| – | – | 0.14% | 130 |
|
|
2022
Q2 | $531K | Hold |
9,108
| – | – | 0.13% | 129 |
|
|
2022
Q1 | $658K | Buy |
+9,108
| New | +$658K | 0.16% | 106 |
|