Schechter Investment 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
Q1 | $217K | Sell |
1,747
-900
| -34% | -$112K | 0.02% | 542 |
|
|
2024
Q4 | $270K | Sell |
2,647
-432
| -14% | -$44.1K | 0.02% | 513 |
|
|
2024
Q3 | $319K | Sell |
3,079
-887
| -22% | -$91.9K | 0.02% | 486 |
|
|
2024
Q2 | $355K | Buy |
3,966
+7
| +0.2% | +$626 | 0.03% | 445 |
|
|
2024
Q1 | $347K | Sell |
3,959
-343
| -8% | -$30K | 0.03% | 464 |
|
|
2023
Q4 | $306K | Sell |
4,302
-774
| -15% | -$55K | 0.03% | 462 |
|
|
2023
Q3 | $355K | Sell |
5,076
-302
| -6% | -$21.1K | 0.03% | 414 |
|
|
2023
Q2 | $370K | Buy |
5,378
+103
| +2% | +$7.09K | 0.03% | 440 |
|
|
2023
Q1 | $303K | Buy |
5,275
+1,372
| +35% | +$78.8K | 0.03% | 520 |
|
|
2022
Q4 | $222K | Sell |
3,903
-858
| -18% | -$48.9K | 0.02% | 719 |
|
|
2022
Q3 | $288K | Buy |
4,761
+934
| +24% | +$56.5K | 0.03% | 722 |
|
|
2022
Q2 | $224K | Buy |
3,827
+677
| +21% | +$39.6K | 0.02% | 808 |
|
|
2022
Q1 | $227K | Buy |
+3,150
| New | +$227K | 0.02% | 799 |
|