Operose Advisors’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 | $322K | Hold |
2,900
| – | – | 0.09% | 99 |
|
|
2025
Q1 | $361K | Hold |
2,900
| – | – | 0.12% | 88 |
|
|
2024
Q4 | $296K | Sell |
2,900
-217
| -7% | -$22.1K | 0.1% | 100 |
|
|
2024
Q3 | $323K | Hold |
3,117
| – | – | 0.1% | 105 |
|
|
2024
Q2 | $279K | Buy |
3,117
+2,900
| +1,336% | +$259K | 0.1% | 111 |
|
|
2024
Q1 | $19K | Hold |
217
| – | – | 0.01% | 398 |
|
|
2023
Q4 | $15.4K | Hold |
217
| – | – | 0.01% | 407 |
|
|
2023
Q3 | $15.2K | Buy |
+217
| New | +$15.2K | 0.01% | 512 |
|