Schechter Investment Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $270K | Sell |
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|
2024
Q3 | $319K | Sell |
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|
2024
Q2 | $355K | Buy |
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|
2024
Q1 | $347K | Sell |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $370K | Buy |
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|
2023
Q1 | $303K | Buy |
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $224K | Buy |
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|
2022
Q1 | $227K | Buy |
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