Palladium Partners’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $473K | Sell |
6,550
-800
| -11% | -$57.8K | 0.02% | 246 |
|
|
2021
Q4 | $517K | Hold |
7,350
| – | – | 0.02% | 242 |
|
|
2021
Q3 | $408K | Hold |
7,350
| – | – | 0.02% | 231 |
|
|
2021
Q2 | $391K | Hold |
7,350
| – | – | 0.02% | 229 |
|
|
2021
Q1 | $336K | Hold |
7,350
| – | – | 0.02% | 233 |
|
|
2020
Q4 | $348K | Hold |
7,350
| – | – | 0.02% | 214 |
|
|
2020
Q3 | $333K | Hold |
7,350
| – | – | 0.02% | 205 |
|
|
2020
Q2 | $300K | Hold |
7,350
| – | – | 0.02% | 207 |
|
|
2020
Q1 | $266K | Hold |
7,350
| – | – | 0.02% | 206 |
|
|
2019
Q4 | $290K | Sell |
7,350
-250
| -3% | -$9.86K | 0.02% | 225 |
|
|
2019
Q3 | $225K | Hold |
7,600
| – | – | 0.02% | 243 |
|
|
2019
Q2 | $255K | Hold |
7,600
| – | – | 0.02% | 241 |
|
|
2019
Q1 | $224K | Hold |
7,600
| – | – | 0.02% | 244 |
|
|
2018
Q4 | $209K | Hold |
7,600
| – | – | 0.02% | 238 |
|
|
2018
Q3 | $225K | Hold |
7,600
| – | – | 0.02% | 253 |
|
|
2018
Q2 | $211K | Buy |
+7,600
| New | +$211K | 0.02% | 256 |
|
|
2015
Q1 | – | Sell |
-15,538
| Closed | -$256K | – | 254 |
|
|
2014
Q4 | $256K | Buy |
+15,538
| New | +$256K | 0.02% | 232 |
|
|
2014
Q2 | – | Sell |
-4,800
| Closed | -$74K | – | 277 |
|
|
2014
Q1 | $74K | Sell |
4,800
-8,000
| -63% | -$123K | 0.01% | 312 |
|
|
2013
Q4 | $201K | Hold |
12,800
| – | – | 0.02% | 246 |
|
|
2013
Q3 | $205K | Hold |
12,800
| – | – | 0.02% | 244 |
|
|
2013
Q2 | $206K | Buy |
+12,800
| New | +$206K | 0.02% | 239 |
|