River Wealth 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 | $423K | Hold |
3,814
| – | – | 0.05% | 163 |
|
|
2025
Q1 | $474K | Hold |
3,814
| – | – | 0.07% | 150 |
|
|
2024
Q4 | $389K | Sell |
3,814
-102
| -3% | -$10.4K | 0.05% | 168 |
|
|
2024
Q3 | $406K | Hold |
3,916
| – | – | 0.05% | 161 |
|
|
2024
Q2 | $350K | Sell |
3,916
-400
| -9% | -$35.8K | 0.05% | 164 |
|
|
2024
Q1 | $378K | Sell |
4,316
-172
| -4% | -$15.1K | 0.05% | 158 |
|
|
2023
Q4 | $319K | Sell |
4,488
-271
| -6% | -$19.3K | 0.05% | 167 |
|
|
2023
Q3 | $332K | Hold |
4,759
| – | – | 0.06% | 167 |
|
|
2023
Q2 | $328K | Hold |
4,759
| – | – | 0.06% | 174 |
|
|
2023
Q1 | $273K | Buy |
4,759
+102
| +2% | +$5.86K | 0.05% | 181 |
|
|
2022
Q4 | $265K | Hold |
4,657
| – | – | 0.05% | 186 |
|
|
2022
Q3 | $282K | Sell |
4,657
-370
| -7% | -$22.4K | 0.06% | 176 |
|
|
2022
Q2 | $293K | Sell |
5,027
-410
| -8% | -$23.9K | 0.05% | 183 |
|
|
2022
Q1 | $393K | Buy |
5,437
+370
| +7% | +$26.7K | 0.06% | 167 |
|
|
2021
Q4 | $356K | Buy |
5,067
+170
| +3% | +$11.9K | 0.06% | 181 |
|
|
2021
Q3 | $272K | Hold |
4,897
| – | – | 0.05% | 187 |
|
|
2021
Q2 | $260K | Buy |
4,897
+170
| +4% | +$9.03K | 0.05% | 192 |
|
|
2021
Q1 | $216K | Buy |
4,727
+388
| +9% | +$17.7K | 0.04% | 202 |
|
|
2020
Q4 | $206K | Buy |
+4,339
| New | +$206K | 0.04% | 199 |
|
|
2019
Q1 | – | Sell |
-250
| Closed | -$7K | – | 191 |
|
|
2018
Q4 | $7K | Hold |
250
| – | – | ﹤0.01% | 444 |
|
|
2018
Q3 | $7K | Hold |
250
| – | – | ﹤0.01% | 476 |
|
|
2018
Q2 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 469 |
|