Revisor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Buy |
4,507
+299
| +7% | +$32.4K | 0.18% | 138 |
|
|
2025
Q1 | $523K | Buy |
4,208
+1,742
| +71% | +$217K | 0.23% | 93 |
|
|
2024
Q4 | $254K | Sell |
2,466
-1,005
| -29% | -$103K | 0.23% | 91 |
|
|
2024
Q3 | $360K | Sell |
3,471
-335
| -9% | -$34.7K | 0.22% | 108 |
|
|
2024
Q2 | $340K | Sell |
3,806
-2,667
| -41% | -$238K | 0.24% | 96 |
|
|
2024
Q1 | $515K | Buy |
6,473
+3,237
| +100% | +$257K | 0.23% | 112 |
|
|
2023
Q4 | $230K | Sell |
3,236
-877
| -21% | -$62.4K | 0.26% | 115 |
|
|
2023
Q3 | $287K | Buy |
4,113
+949
| +30% | +$66.3K | 0.24% | 110 |
|
|
2023
Q2 | $218K | Buy |
+3,164
| New | +$218K | 0.2% | 148 |
|