Phillips Wealth Planners’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 | $294K | Buy |
2,745
+86
| +3% | +$9.22K | 0.27% | 133 |
|
|
2025
Q1 | $316K | Buy |
2,659
+88
| +3% | +$10.5K | 0.33% | 104 |
|
|
2024
Q4 | $262K | Buy |
2,571
+217
| +9% | +$22.1K | 0.26% | 133 |
|
|
2024
Q3 | $250K | Sell |
2,354
-10
| -0.4% | -$1.06K | 0.24% | 154 |
|
|
2024
Q2 | $215K | Sell |
2,364
-116
| -5% | -$10.5K | 0.23% | 165 |
|
|
2024
Q1 | $201K | Buy |
+2,480
| New | +$201K | 0.23% | 170 |
|