Phillips Financial Management’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	$458K	Buy	4,127 +16	+0.4%	+$1.77K	0.03%	142
2025 Q1	$511K	Buy	4,111 +50	+1%	+$6.22K	0.04%	135
2024 Q4	$414K	Buy	4,061 +27	+0.7%	+$2.76K	0.03%	139
2024 Q3	$418K	Buy	+4,034	New	+$418K	0.03%	139