Richard Bernstein Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-46,225
| Closed | -$2.8M | – | 211 |
|
|
2022
Q3 | $2.8M | Sell |
46,225
-40,493
| -47% | -$2.45M | 0.07% | 131 |
|
|
2022
Q2 | $5.06M | Hold |
86,718
| – | – | 0.11% | 82 |
|
|
2022
Q1 | $6.34M | Buy |
+86,718
| New | +$6.34M | 0.13% | 78 |
|
|
2019
Q1 | – | Sell |
-78,854
| Closed | -$2.17M | – | 265 |
|
|
2018
Q4 | $2.17M | Hold |
78,854
| – | – | 0.08% | 241 |
|
|
2018
Q3 | $2.33M | Hold |
78,854
| – | – | 0.07% | 265 |
|
|
2018
Q2 | $2.19M | Sell |
78,854
-10,690
| -12% | -$296K | 0.07% | 246 |
|
|
2018
Q1 | $2.28M | Buy |
89,544
+73,956
| +474% | +$1.88M | 0.08% | 215 |
|
|
2017
Q4 | $401K | Buy |
+15,588
| New | +$401K | 0.02% | 265 |
|