Sequoia Financial 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
Q2 | $1.09M | Buy |
9,832
+3,630
| +59% | +$402K | 0.01% | 652 |
|
|
2025
Q1 | $772K | Sell |
6,202
-2,684
| -30% | -$334K | 0.01% | 707 |
|
|
2024
Q4 | $907K | Buy |
8,886
+2,000
| +29% | +$204K | 0.01% | 602 |
|
|
2024
Q3 | $713K | Buy |
6,886
+30
| +0.4% | +$3.11K | 0.01% | 637 |
|
|
2024
Q2 | $613K | Buy |
6,856
+163
| +2% | +$14.6K | 0.01% | 620 |
|
|
2024
Q1 | $586K | Buy |
+6,693
| New | +$586K | 0.01% | 635 |
|