Oak Thistle LLC’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 | $686K | Buy |
+6,188
| New | +$686K | 0.1% | 324 |
|
|
2024
Q4 | – | Sell |
-5,054
| Closed | -$524K | – | 416 |
|
|
2024
Q3 | $524K | Buy |
+5,054
| New | +$524K | 0.17% | 234 |
|
|
2024
Q1 | – | Sell |
-19,691
| Closed | -$1.4M | – | 319 |
|
|
2023
Q4 | $1.4M | Sell |
19,691
-11,406
| -37% | -$811K | 0.4% | 63 |
|
|
2023
Q3 | $2.17M | Buy |
31,097
+21,051
| +210% | +$1.47M | 0.64% | 5 |
|
|
2023
Q2 | $692K | Buy |
10,046
+4,521
| +82% | +$311K | 0.37% | 93 |
|
|
2023
Q1 | $317K | Buy |
+5,525
| New | +$317K | 0.19% | 248 |
|