Schubert & Co’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-48
| Closed | -$2.76K | – | 249 |
|
|
2023
Q1 | $2.76K | Sell |
48
-22
| -31% | -$1.26K | ﹤0.01% | 744 |
|
|
2022
Q4 | $3.99K | Sell |
70
-3
| -4% | -$171 | ﹤0.01% | 529 |
|
|
2022
Q3 | $4K | Buy |
73
+14
| +24% | +$767 | ﹤0.01% | 467 |
|
|
2022
Q2 | $3K | Buy |
59
+11
| +23% | +$559 | ﹤0.01% | 540 |
|
|
2022
Q1 | $3K | Buy |
48
+12
| +33% | +$750 | ﹤0.01% | 248 |
|
|
2021
Q4 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 201 |
|