Plante Moran Financial Advisors’s Brown & Brown BRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$6.29K	﹤0.01%	745
2022 Q2	$9K	Buy	149 +100	+204%	+$6.14K	﹤0.01%	622
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%	769
2020 Q2	$2K	Buy	+49	New	+$1.89K	﹤0.01%	658
2020 Q1	–	Sell	-14	Closed	-$1K	–	733
2019 Q4	$1K	Sell	14 -2,000	-99%	-$75.1K	﹤0.01%	715
2019 Q3	$73K	Buy	+2,014	New	+$72.1K	0.02%	282
2018 Q4	–	Sell	-119	Closed	-$4K	–	892
2018 Q3	$4K	Buy	+119	New	+$3.54K	﹤0.01%	604
2017 Q1	–	Sell	-450	Closed	-$10K	–	890
2016 Q4	$10K	Buy	+450	New	+$9.15K	0.01%	588