Siemens Fonds Invest’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 | $700K | Buy |
6,313
+657
| +12% | +$72.8K | 0.04% | 269 |
|
|
2025
Q1 | $704K | Sell |
5,656
-3,482
| -38% | -$433K | 0.05% | 247 |
|
|
2024
Q4 | $932K | Buy |
9,138
+567
| +7% | +$57.8K | 0.06% | 219 |
|
|
2024
Q3 | $457K | Sell |
8,571
-393
| -4% | -$20.9K | 0.04% | 288 |
|
|
2024
Q2 | $801K | Hold |
8,964
| – | – | 0.06% | 225 |
|
|
2024
Q1 | $785K | Buy |
8,964
+4,261
| +91% | +$373K | 0.06% | 229 |
|
|
2023
Q4 | $334K | Buy |
4,703
+1,628
| +53% | +$116K | 0.03% | 335 |
|
|
2023
Q3 | $215K | Buy |
+3,075
| New | +$215K | 0.02% | 347 |
|