Plante Moran Financial Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-49
| Closed | -$2.81K | – | 804 |
|
|
2023
Q1 | $2.81K | Hold |
49
| – | – | ﹤0.01% | 685 |
|
|
2022
Q4 | $2.79K | Hold |
49
| – | – | ﹤0.01% | 718 |
|
|
2022
Q3 | $3K | Sell |
49
-100
| -67% | -$6.12K | ﹤0.01% | 745 |
|
|
2022
Q2 | $9K | Buy |
149
+100
| +204% | +$6.04K | ﹤0.01% | 620 |
|
|
2022
Q1 | $4K | Hold |
49
| – | – | ﹤0.01% | 689 |
|
|
2021
Q4 | $3K | Hold |
49
| – | – | ﹤0.01% | 874 |
|
|
2021
Q3 | $3K | Hold |
49
| – | – | ﹤0.01% | 824 |
|
|
2021
Q2 | $3K | Hold |
49
| – | – | ﹤0.01% | 841 |
|
|
2021
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 899 |
|
|
2020
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 767 |
|
|
2020
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 768 |
|
|
2020
Q2 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 657 |
|
|
2020
Q1 | – | Sell |
-14
| Closed | -$1K | – | 732 |
|
|
2019
Q4 | $1K | Sell |
14
-2,000
| -99% | -$143K | ﹤0.01% | 714 |
|
|
2019
Q3 | $73K | Buy |
+2,014
| New | +$73K | 0.02% | 282 |
|
|
2018
Q4 | – | Sell |
-119
| Closed | -$4K | – | 890 |
|
|
2018
Q3 | $4K | Buy |
+119
| New | +$4K | ﹤0.01% | 602 |
|
|
2017
Q1 | – | Sell |
-450
| Closed | -$10K | – | 889 |
|
|
2016
Q4 | $10K | Buy |
+450
| New | +$10K | 0.01% | 587 |
|