Provident Wealth Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,689
| Closed | -$240K | – | 127 |
|
|
2024
Q2 | $240K | Hold |
2,689
| – | – | 0.09% | 71 |
|
|
2024
Q1 | $235K | Buy |
+2,689
| New | +$235K | 0.09% | 61 |
|
|
2023
Q4 | – | Sell |
-4,039
| Closed | -$282K | – | 89 |
|
|
2023
Q3 | $282K | Hold |
4,039
| – | – | 0.14% | 48 |
|
|
2023
Q2 | $278K | Hold |
4,039
| – | – | 0.14% | 52 |
|
|
2023
Q1 | $232K | Hold |
4,039
| – | – | 0.12% | 54 |
|
|
2022
Q4 | $230K | Hold |
4,039
| – | – | 0.14% | 53 |
|
|
2022
Q3 | $244K | Hold |
4,039
| – | – | 0.15% | 48 |
|
|
2022
Q2 | $236K | Buy |
+4,039
| New | +$236K | 0.15% | 48 |
|
|
2020
Q4 | – | Sell |
-2,000
| Closed | -$91K | – | 88 |
|
|
2020
Q3 | $91K | Buy |
+2,000
| New | +$91K | 0.11% | 67 |
|