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ORG Wealth Partners’s Brown & Brown BRO Stock Holding History

ORG Wealth Partners’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 		$666K Buy
6,112
+42
+0.7% +$4.58K 0.16% 91
2025
Q1 		$753K Sell
6,070
-29
-0.5% -$3.6K 0.23% 81
2024
Q4 		$622K Sell
6,099
-404
-6% -$41.2K 0.19% 50
2024
Q3 		$674K Buy
+6,503
New +$674K 0.22% 48