Principal Securities’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 | $1.02M | Sell |
9,172
-46
| -0.5% | -$5.1K | 0.02% | 608 |
|
|
2025
Q1 | $940K | Hold |
9,218
| – | – | 0.02% | 577 |
|
|
2024
Q4 | $940K | Buy |
9,218
+55
| +0.6% | +$5.61K | 0.02% | 575 |
|
|
2024
Q3 | $949K | Buy |
9,163
+448
| +5% | +$46.4K | 0.02% | 538 |
|
|
2024
Q2 | $779K | Sell |
8,715
-404
| -4% | -$36.1K | 0.02% | 552 |
|
|
2024
Q1 | $798K | Buy |
9,119
+364
| +4% | +$31.9K | 0.02% | 513 |
|
|
2023
Q4 | $623K | Buy |
+8,755
| New | +$623K | 0.02% | 533 |
|