PIWA
Prevail Innovative Wealth Advisors’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $998K | Sell |
8,999
-4,491
| -33% | -$498K | 0.22% | 131 |
|
|
2025
Q1 | $1.68M | Sell |
13,490
-3,953
| -23% | -$492K | 0.45% | 75 |
|
|
2024
Q4 | $1.78M | Hold |
17,443
| – | – | 0.52% | 65 |
|
|
2024
Q3 | $1.81M | Hold |
17,443
| – | – | 0.55% | 61 |
|
|
2024
Q2 | $1.56M | Sell |
17,443
-5,294
| -23% | -$473K | 0.55% | 72 |
|
|
2024
Q1 | $1.99M | Buy |
22,737
+19,579
| +620% | +$1.71M | 0.74% | 59 |
|
|
2023
Q4 | $225K | Buy |
+3,158
| New | +$225K | 0.11% | 127 |
|