Simplex Trading’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 | $1.58M | Buy |
14,209
+13,876
| +4,167% | +$1.54M | ﹤0.01% | 286 |
|
|
2025
Q1 | $41K | Buy |
+333
| New | +$41K | ﹤0.01% | 1364 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2561 |
|
|
2024
Q3 | – | Sell |
-2,527
| Closed | -$225K | – | 2412 |
|
|
2024
Q2 | $225K | Buy |
+2,527
| New | +$225K | ﹤0.01% | 879 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2473 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2523 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2409 |
|
|
2023
Q2 | – | Sell |
-101
| Closed | -$5K | – | 2504 |
|
|
2023
Q1 | $5K | Buy |
+101
| New | +$5K | ﹤0.01% | 1893 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2637 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2820 |
|
|
2022
Q2 | – | Sell |
-6,013
| Closed | -$434K | – | 2738 |
|
|
2022
Q1 | $434K | Buy |
+6,013
| New | +$434K | ﹤0.01% | 782 |
|
|
2021
Q4 | – | Sell |
-3,487
| Closed | -$186K | – | 3080 |
|
|
2021
Q3 | $186K | Buy |
3,487
+2
| +0.1% | +$107 | ﹤0.01% | 1355 |
|
|
2021
Q2 | $185K | Buy |
3,485
+2,261
| +185% | +$120K | ﹤0.01% | 1376 |
|
|
2021
Q1 | $55K | Buy |
1,224
+932
| +319% | +$41.9K | ﹤0.01% | 1660 |
|
|
2020
Q4 | $13K | Buy |
+292
| New | +$13K | ﹤0.01% | 1879 |
|
|
2020
Q3 | – | Sell |
-1,250
| Closed | -$50K | – | 2200 |
|
|
2020
Q2 | $50K | Buy |
+1,250
| New | +$50K | ﹤0.01% | 1229 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2143 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2008 |
|
|
2019
Q3 | – | Sell |
-13,332
| Closed | -$446K | – | 1951 |
|
|
2019
Q2 | $446K | Buy |
+13,332
| New | +$446K | ﹤0.01% | 444 |
|
|
2019
Q1 | – | Sell |
-74
| Closed | -$2K | – | 1919 |
|
|
2018
Q4 | $2K | Sell |
74
-11,855
| -99% | -$320K | ﹤0.01% | 1685 |
|
|
2018
Q3 | $352K | Buy |
11,929
+7,084
| +146% | +$209K | ﹤0.01% | 575 |
|
|
2018
Q2 | $134K | Sell |
4,845
-1,796
| -27% | -$49.7K | ﹤0.01% | 894 |
|
|
2018
Q1 | $168K | Buy |
6,641
+2,687
| +68% | +$68K | 0.01% | 706 |
|
|
2017
Q4 | $101K | Buy |
+3,954
| New | +$101K | ﹤0.01% | 958 |
|
|
2017
Q1 | – | Sell |
-1,306
| Closed | -$29K | – | 1920 |
|
|
2016
Q4 | $29K | Buy |
+1,306
| New | +$29K | ﹤0.01% | 1100 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1723 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1799 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1748 |
|