Rockbridge Investment Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-88
| Closed | -$6.26K | – | 189 |
|
|
2023
Q4 | $6.26K | Buy |
+88
| New | +$6.26K | ﹤0.01% | 447 |
|
|
2022
Q3 | – | Sell |
-88
| Closed | -$5.13K | – | 169 |
|
|
2022
Q2 | $5.13K | Hold |
88
| – | – | ﹤0.01% | 450 |
|
|
2022
Q1 | $6.39K | Hold |
88
| – | – | ﹤0.01% | 583 |
|
|
2021
Q4 | $6K | Hold |
88
| – | – | ﹤0.01% | 633 |
|
|
2021
Q3 | $5K | Hold |
88
| – | – | ﹤0.01% | 605 |
|
|
2021
Q2 | $5K | Hold |
88
| – | – | ﹤0.01% | 600 |
|
|
2021
Q1 | $4K | Hold |
88
| – | – | ﹤0.01% | 588 |
|
|
2020
Q4 | $4K | Hold |
88
| – | – | ﹤0.01% | 580 |
|
|
2020
Q3 | $4K | Hold |
88
| – | – | ﹤0.01% | 535 |
|
|
2020
Q2 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 508 |
|