Portside Wealth Group’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 | $742K | Sell |
6,692
-1,772
| -21% | -$196K | 0.11% | 196 |
|
|
2025
Q1 | $1.05M | Buy |
8,464
+385
| +5% | +$47.9K | 0.17% | 134 |
|
|
2024
Q4 | $824K | Buy |
8,079
+236
| +3% | +$24.1K | 0.14% | 167 |
|
|
2024
Q3 | $813K | Buy |
7,843
+402
| +5% | +$41.6K | 0.14% | 166 |
|
|
2024
Q2 | $665K | Buy |
7,441
+1,543
| +26% | +$138K | 0.13% | 167 |
|
|
2024
Q1 | $516K | Buy |
5,898
+656
| +13% | +$57.4K | 0.1% | 215 |
|
|
2023
Q4 | $373K | Buy |
+5,242
| New | +$373K | 0.07% | 240 |
|