OAM
Optimal Asset Management’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $744K | Hold |
13,416
| – | – | 0.09% | 271 |
|
|
2021
Q2 | $713K | Hold |
13,416
| – | – | 0.08% | 289 |
|
|
2021
Q1 | $613K | Buy |
13,416
+3,600
| +37% | +$164K | 0.08% | 293 |
|
|
2020
Q4 | $465K | Hold |
9,816
| – | – | 0.07% | 350 |
|
|
2020
Q3 | $444K | Buy |
9,816
+1,900
| +24% | +$85.9K | 0.06% | 351 |
|
|
2020
Q2 | $323K | Buy |
+7,916
| New | +$323K | 0.05% | 373 |
|