Rise 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 | $14.3K | Hold |
129
| – | – | 0.01% | 765 |
|
|
2025
Q1 | $16K | Sell |
129
-30
| -19% | -$3.73K | 0.01% | 644 |
|
|
2024
Q4 | $16.2K | Buy |
159
+1
| +0.6% | +$102 | 0.01% | 783 |
|
|
2024
Q3 | $16.4K | Hold |
158
| – | – | 0.01% | 820 |
|
|
2024
Q2 | $14.1K | Hold |
158
| – | – | 0.01% | 864 |
|
|
2024
Q1 | $13.8K | Buy |
+158
| New | +$13.8K | 0.01% | 902 |
|