Proficio Capital Partners’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 | $1.29M | Buy |
11,635
+830
| +8% | +$92K | 0.08% | 135 |
|
|
2025
Q1 | $1.34M | Sell |
10,805
-64
| -0.6% | -$7.96K | 0.1% | 105 |
|
|
2024
Q4 | $1.11M | Buy |
10,869
+1,174
| +12% | +$120K | 0.09% | 95 |
|
|
2024
Q3 | $1M | Sell |
9,695
-1,183
| -11% | -$123K | 0.1% | 97 |
|
|
2024
Q2 | $973K | Buy |
10,878
+33
| +0.3% | +$2.95K | 0.1% | 107 |
|
|
2024
Q1 | $949K | Buy |
10,845
+26
| +0.2% | +$2.28K | 0.1% | 112 |
|
|
2023
Q4 | $769K | Hold |
10,819
| – | – | 0.1% | 109 |
|
|
2023
Q3 | $756K | Buy |
10,819
+10
| +0.1% | +$698 | 0.1% | 107 |
|
|
2023
Q2 | $744K | Sell |
10,809
-9
| -0.1% | -$620 | 0.1% | 117 |
|
|
2023
Q1 | $621K | Buy |
10,818
+131
| +1% | +$7.52K | 0.1% | 120 |
|
|
2022
Q4 | $609K | Buy |
10,687
+70
| +0.7% | +$3.99K | 0.12% | 109 |
|
|
2022
Q3 | $642K | Buy |
10,617
+41
| +0.4% | +$2.48K | 0.12% | 100 |
|
|
2022
Q2 | $617K | Sell |
10,576
-307
| -3% | -$17.9K | 0.12% | 107 |
|
|
2022
Q1 | $787K | Buy |
10,883
+6,441
| +145% | +$466K | 0.12% | 95 |
|
|
2021
Q4 | $312K | Sell |
4,442
-8
| -0.2% | -$562 | 0.04% | 204 |
|
|
2021
Q3 | $247K | Sell |
4,450
-554
| -11% | -$30.8K | 0.03% | 248 |
|
|
2021
Q2 | $266K | Buy |
5,004
+282
| +6% | +$15K | 0.03% | 225 |
|
|
2021
Q1 | $216K | Buy |
+4,722
| New | +$216K | 0.03% | 245 |
|
|
2019
Q3 | – | Sell |
-309
| Closed | -$10K | – | 336 |
|
|
2019
Q2 | $10K | Hold |
309
| – | – | ﹤0.01% | 925 |
|
|
2019
Q1 | $9K | Hold |
309
| – | – | ﹤0.01% | 896 |
|
|
2018
Q4 | $9K | Buy |
309
+11
| +4% | +$320 | ﹤0.01% | 750 |
|
|
2018
Q3 | $9K | Buy |
298
+11
| +4% | +$332 | ﹤0.01% | 818 |
|
|
2018
Q2 | $8K | Buy |
287
+23
| +9% | +$641 | ﹤0.01% | 870 |
|
|
2018
Q1 | $7K | Hold |
264
| – | – | ﹤0.01% | 914 |
|
|
2017
Q4 | $7K | Sell |
264
-10
| -4% | -$265 | ﹤0.01% | 893 |
|
|
2017
Q3 | $7K | Hold |
274
| – | – | ﹤0.01% | 879 |
|
|
2017
Q2 | $6K | Hold |
274
| – | – | ﹤0.01% | 916 |
|
|
2017
Q1 | $6K | Sell |
274
-2
| -0.7% | -$44 | ﹤0.01% | 936 |
|
|
2016
Q4 | $6K | Hold |
276
| – | – | ﹤0.01% | 700 |
|
|
2016
Q3 | $5K | Buy |
276
+38
| +16% | +$688 | ﹤0.01% | 698 |
|
|
2016
Q2 | $4K | Buy |
238
+90
| +61% | +$1.51K | ﹤0.01% | 717 |
|
|
2016
Q1 | $3K | Buy |
+148
| New | +$3K | ﹤0.01% | 618 |
|