Prestige Wealth Management 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 | $5.1K | Hold |
46
| – | – | ﹤0.01% | 556 |
|
|
2025
Q1 | $5.72K | Hold |
46
| – | – | ﹤0.01% | 537 |
|
|
2024
Q4 | $4.69K | Hold |
46
| – | – | ﹤0.01% | 621 |
|
|
2024
Q3 | $4.77K | Hold |
46
| – | – | ﹤0.01% | 611 |
|
|
2024
Q2 | $4.11K | Hold |
46
| – | – | ﹤0.01% | 585 |
|
|
2024
Q1 | $4.03K | Hold |
46
| – | – | ﹤0.01% | 617 |
|
|
2023
Q4 | $3.27K | Hold |
46
| – | – | ﹤0.01% | 665 |
|
|
2023
Q3 | $3.21K | Hold |
46
| – | – | ﹤0.01% | 656 |
|
|
2023
Q2 | $3.17K | Hold |
46
| – | – | ﹤0.01% | 685 |
|
|
2023
Q1 | $2.64K | Hold |
46
| – | – | ﹤0.01% | 693 |
|
|
2022
Q4 | $2.62K | Sell |
46
-23
| -33% | -$1.31K | ﹤0.01% | 773 |
|
|
2022
Q3 | $4K | Sell |
69
-8
| -10% | -$464 | ﹤0.01% | 580 |
|
|
2022
Q2 | $4K | Sell |
77
-157
| -67% | -$8.16K | ﹤0.01% | 622 |
|
|
2022
Q1 | $17K | Buy |
234
+29
| +14% | +$2.11K | ﹤0.01% | 372 |
|
|
2021
Q4 | $14K | Hold |
205
| – | – | ﹤0.01% | 431 |
|
|
2021
Q3 | $11K | Hold |
205
| – | – | ﹤0.01% | 463 |
|
|
2021
Q2 | $11K | Hold |
205
| – | – | ﹤0.01% | 452 |
|
|
2021
Q1 | $9K | Hold |
205
| – | – | ﹤0.01% | 489 |
|
|
2020
Q4 | $10K | Sell |
205
-815
| -80% | -$39.8K | ﹤0.01% | 455 |
|
|
2020
Q3 | $46K | Buy |
1,020
+321
| +46% | +$14.5K | 0.01% | 257 |
|
|
2020
Q2 | $28K | Buy |
699
+294
| +73% | +$11.8K | 0.01% | 289 |
|
|
2020
Q1 | $15K | Buy |
+405
| New | +$15K | 0.01% | 319 |
|
|
2019
Q1 | – | Sell |
-18
| Closed | – | – | 581 |
|
|
2018
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 1246 |
|