Outlook Wealth Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Sell |
3,827
-68
| -2% | -$7.54K | 0.11% | 174 |
|
|
2025
Q1 | $485K | Buy |
3,895
+16
| +0.4% | +$1.99K | 0.13% | 138 |
|
|
2024
Q4 | $396K | Sell |
3,879
-113
| -3% | -$11.5K | 0.11% | 176 |
|
|
2024
Q3 | $414K | Buy |
3,992
+158
| +4% | +$16.4K | 0.12% | 149 |
|
|
2024
Q2 | $343K | Buy |
+3,834
| New | +$343K | 0.11% | 189 |
|