Optimal 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
2021
Q3
$744K Hold
2021
Q2
$713K Hold
2021
Q1
$613K Buy
2020
Q4
$465K Hold
2020
Q3
$444K Buy
2020
Q2
$323K Buy