Pinnacle Associates’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,060
| Closed | -$279K | – | 813 |
|
|
2023
Q2 | $279K | Buy |
4,060
+9
| +0.2% | +$620 | ﹤0.01% | 689 |
|
|
2023
Q1 | $233K | Buy |
4,051
+5
| +0.1% | +$287 | ﹤0.01% | 686 |
|
|
2022
Q4 | $231K | Sell |
4,046
-532
| -12% | -$30.3K | 0.01% | 679 |
|
|
2022
Q3 | $277K | Buy |
4,578
+415
| +10% | +$25.1K | 0.01% | 617 |
|
|
2022
Q2 | $243K | Buy |
4,163
+117
| +3% | +$6.83K | 0.01% | 660 |
|
|
2022
Q1 | $292K | Hold |
4,046
| – | – | 0.01% | 676 |
|
|
2021
Q4 | $284K | Hold |
4,046
| – | – | ﹤0.01% | 677 |
|
|
2021
Q3 | $224K | Hold |
4,046
| – | – | ﹤0.01% | 706 |
|
|
2021
Q2 | $215K | Buy |
+4,046
| New | +$215K | ﹤0.01% | 718 |
|