Rowlandmiller & Partners’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,930
| Closed | -$417K | – | 187 |
|
|
2021
Q4 | $417K | Sell |
5,930
-195
| -3% | -$13.7K | 0.09% | 113 |
|
|
2021
Q3 | $250K | Hold |
6,125
| – | – | 0.08% | 106 |
|
|
2021
Q2 | $325K | Hold |
6,125
| – | – | 0.08% | 118 |
|
|
2021
Q1 | $280K | Hold |
6,125
| – | – | 0.07% | 124 |
|
|
2020
Q4 | $290K | Hold |
6,125
| – | – | 0.08% | 119 |
|
|
2020
Q3 | $222K | Hold |
6,125
| – | – | 0.09% | 103 |
|
|
2020
Q2 | $250K | Hold |
6,125
| – | – | 0.08% | 106 |
|
|
2020
Q1 | $222K | Hold |
6,125
| – | – | 0.09% | 103 |
|
|
2019
Q4 | $242K | Hold |
6,125
| – | – | 0.08% | 105 |
|
|
2019
Q3 | $221K | Buy |
6,125
+280
| +5% | +$10.1K | 0.07% | 105 |
|
|
2019
Q2 | $196K | Hold |
5,845
| – | – | 0.07% | 114 |
|
|
2019
Q1 | $172K | Sell |
5,845
-500
| -8% | -$14.8K | 0.06% | 113 |
|
|
2018
Q4 | $175K | Hold |
6,345
| – | – | 0.07% | 109 |
|
|
2018
Q3 | $188K | Sell |
6,345
-265
| -4% | -$7.84K | 0.07% | 112 |
|
|
2018
Q2 | $183K | Buy |
+6,610
| New | +$183K | 0.07% | 109 |
|
|
2018
Q1 | – | Sell |
-6,610
| Closed | -$171K | – | 133 |
|
|
2017
Q4 | $171K | Sell |
6,610
-1,620
| -20% | -$41.8K | 0.07% | 109 |
|
|
2017
Q3 | $198K | Sell |
8,230
-700
| -8% | -$16.9K | 0.08% | 103 |
|
|
2017
Q2 | $193K | Buy |
8,930
+350
| +4% | +$7.56K | 0.08% | 103 |
|
|
2017
Q1 | $179K | Buy |
8,580
+300
| +4% | +$6.26K | 0.08% | 106 |
|
|
2016
Q4 | $186K | Hold |
8,280
| – | – | 0.08% | 99 |
|
|
2016
Q3 | $156K | Hold |
8,280
| – | – | 0.07% | 106 |
|
|
2016
Q2 | $155K | Hold |
8,280
| – | – | 0.07% | 107 |
|
|
2016
Q1 | $148K | Hold |
8,280
| – | – | 0.07% | 111 |
|
|
2015
Q4 | $130K | Hold |
8,280
| – | – | 0.07% | 114 |
|
|
2015
Q3 | $128K | Hold |
8,280
| – | – | 0.07% | 113 |
|
|
2015
Q2 | $136K | Hold |
8,280
| – | – | 0.07% | 114 |
|
|
2015
Q1 | $137K | Hold |
8,280
| – | – | 0.07% | 110 |
|
|
2014
Q4 | $136K | Buy |
+8,280
| New | +$136K | 0.07% | 108 |
|