PSI Advisors’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 | – | Sell |
-498
| Closed | -$62K | – | 177 |
|
|
2025
Q1 | $62K | Hold |
498
| – | – | 0.02% | 218 |
|
|
2024
Q4 | $50.8K | Hold |
498
| – | – | 0.02% | 272 |
|
|
2024
Q3 | $51.6K | Hold |
498
| – | – | 0.02% | 271 |
|
|
2024
Q2 | $44.5K | Hold |
498
| – | – | 0.01% | 271 |
|
|
2024
Q1 | $43.6K | Hold |
498
| – | – | 0.02% | 278 |
|
|
2023
Q4 | $35.4K | Hold |
498
| – | – | 0.01% | 314 |
|
|
2023
Q3 | $34.8K | Sell |
498
-21
| -4% | -$1.47K | 0.02% | 293 |
|
|
2023
Q2 | $35.7K | Buy |
+519
| New | +$35.7K | 0.02% | 290 |
|