Private Wealth Management Group’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 | $12.5K | Buy |
113
+28
| +33% | +$3.11K | ﹤0.01% | 426 |
|
|
2025
Q1 | $10.6K | Hold |
85
| – | – | ﹤0.01% | 448 |
|
|
2024
Q4 | $8.67K | Hold |
85
| – | – | ﹤0.01% | 536 |
|
|
2024
Q3 | $8.81K | Hold |
85
| – | – | ﹤0.01% | 492 |
|
|
2024
Q2 | $7.6K | Buy |
85
+42
| +98% | +$3.76K | ﹤0.01% | 535 |
|
|
2024
Q1 | $3.77K | Hold |
43
| – | – | ﹤0.01% | 722 |
|
|
2023
Q4 | $3.06K | Buy |
+43
| New | +$3.06K | ﹤0.01% | 797 |
|