Prevail Innovative Wealth 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
2025
Q2
$998K Sell
2025
Q1
$1.68M Sell
2024
Q4
$1.78M Hold
2024
Q3
$1.81M Hold
2024
Q2
$1.56M Sell
2024
Q1
$1.99M Buy
2023
Q4
$225K Buy