Pathstone Family Office’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $901K | Buy |
|
|||||
|
2023
Q2 | $270K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $1.08M | Buy |
|
|||||
|
2022
Q3 | $1.3M | Buy |
|
|||||
|
2022
Q2 | $306K | Buy |
|
|||||
|
2022
Q1 | $465K | Hold |
|
|||||
|
2021
Q4 | $318K | Hold |
|
|||||
|
2021
Q3 | $251K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $9K | Hold |
|
|||||
|
2019
Q2 | $8K | Sell |
|
|||||
|
2019
Q1 | $10K | Buy |
|