Orion Portfolio Solutions’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.26M | Buy |
10,109
+6,841
| +209% | +$851K | 0.01% | 958 |
|
|
2024
Q4 | $333K | Sell |
3,268
-280
| -8% | -$28.6K | ﹤0.01% | 1507 |
|
|
2024
Q3 | $368K | Sell |
3,548
-41
| -1% | -$4.25K | ﹤0.01% | 1438 |
|
|
2024
Q2 | $321K | Sell |
3,589
-116
| -3% | -$10.4K | ﹤0.01% | 1441 |
|
|
2024
Q1 | $324K | Buy |
3,705
+529
| +17% | +$46.3K | ﹤0.01% | 1428 |
|
|
2023
Q4 | $229K | Buy |
+3,176
| New | +$229K | ﹤0.01% | 1518 |
|
|
2020
Q3 | – | Sell |
-376
| Closed | -$15K | – | 641 |
|
|
2020
Q2 | $15K | Buy |
376
+7
| +2% | +$279 | ﹤0.01% | 1036 |
|
|
2020
Q1 | $13K | Buy |
369
+98
| +36% | +$3.45K | ﹤0.01% | 968 |
|
|
2019
Q4 | $11K | Buy |
+271
| New | +$11K | ﹤0.01% | 960 |
|