Occidental Asset Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Buy |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $809K | Sell |
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|
2024
Q3 | $835K | Sell |
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|
2024
Q2 | $747K | Hold |
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|
2024
Q1 | $731K | Sell |
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|
2023
Q4 | $679K | Hold |
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|
2023
Q3 | $667K | Hold |
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|
2023
Q2 | $657K | Hold |
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|
2023
Q1 | $548K | Hold |
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|
2022
Q4 | $544K | Hold |
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|
2022
Q3 | $577K | Hold |
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|
2022
Q2 | $557K | Hold |
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|
2022
Q1 | $690K | Hold |
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|
2021
Q4 | $671K | Buy |
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|
2021
Q3 | $293K | Hold |
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|
2021
Q2 | $281K | Sell |
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|
2021
Q1 | $298K | Hold |
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|
2020
Q4 | $309K | Sell |
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|
2020
Q3 | $324K | Hold |
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|
2020
Q2 | $292K | Buy |
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