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Principia Wealth Advisory’s Brown & Brown BRO Stock Holding History

Principia Wealth Advisory’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.54K Buy
50
+42
+525% +$4.66K ﹤0.01% 219
2025
Q1 		$933 Buy
8
+3
+60% +$350 ﹤0.01% 408
2024
Q4 		$510 Buy
+5
New +$510 ﹤0.01% 537