Simplicity Wealth’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,505
Closed -$224K 574
2024
Q2
$224K Buy
2,505
+132
+6% +$11.8K 0.01% 1064
2024
Q1
$208K Buy
+2,373
New +$208K ﹤0.01% 1056