Pathstone Holdings’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 | $2.67M | Buy |
24,063
+365
| +2% | +$40.5K | 0.01% | 838 |
|
|
2025
Q1 | $2.95M | Buy |
23,698
+2,168
| +10% | +$270K | 0.01% | 777 |
|
|
2024
Q4 | $2.2M | Buy |
21,530
+1,401
| +7% | +$143K | 0.01% | 919 |
|
|
2024
Q3 | $2.09M | Sell |
20,129
-5,494
| -21% | -$569K | 0.01% | 947 |
|
|
2024
Q2 | $2.29M | Sell |
25,623
-613
| -2% | -$54.8K | 0.01% | 862 |
|
|
2024
Q1 | $2.3M | Buy |
26,236
+3,035
| +13% | +$266K | 0.01% | 840 |
|
|
2023
Q4 | $1.65M | Buy |
+23,201
| New | +$1.65M | 0.01% | 807 |
|