Private Wealth Management Group’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
Q3
$7.97K Sell
2025
Q2
$12.5K Buy
2025
Q1
$10.6K Hold
2024
Q4
$8.67K Hold
2024
Q3
$8.81K Hold
2024
Q2
$7.6K Buy
2024
Q1
$3.77K Hold
2023
Q4
$3.06K Buy