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Optimize Financial’s Brown & Brown BRO Stock Holding History

Optimize Financial’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$345K Sell
3,115
-22
-0.7% -$2.44K 0.21% 148
2025
Q1 		$390K Sell
3,137
-84
-3% -$10.5K 0.28% 108
2024
Q4 		$329K Buy
+3,221
New +$329K 0.25% 125