SkyView Investment Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,045
| Closed | -$833K | – | 303 |
|
|
2024
Q3 | $833K | Buy |
8,045
+161
| +2% | +$16.7K | 0.14% | 107 |
|
|
2024
Q2 | $705K | Buy |
7,884
+72
| +0.9% | +$6.44K | 0.13% | 139 |
|
|
2024
Q1 | $684K | Buy |
+7,812
| New | +$684K | 0.13% | 140 |
|
|
2023
Q4 | – | Sell |
-6,960
| Closed | -$486K | – | 201 |
|
|
2023
Q3 | $486K | Buy |
6,960
+246
| +4% | +$17.2K | 0.2% | 145 |
|
|
2023
Q2 | $462K | Buy |
6,714
+325
| +5% | +$22.4K | 0.12% | 229 |
|
|
2023
Q1 | $367K | Buy |
6,389
+1,003
| +19% | +$57.6K | 0.09% | 271 |
|
|
2022
Q4 | $307K | Sell |
5,386
-559
| -9% | -$31.9K | 0.09% | 273 |
|
|
2022
Q3 | $360K | Buy |
5,945
+921
| +18% | +$55.8K | 0.11% | 276 |
|
|
2022
Q2 | $293K | Buy |
5,024
+647
| +15% | +$37.7K | 0.08% | 333 |
|
|
2022
Q1 | $316K | Sell |
4,377
-753
| -15% | -$54.4K | 0.07% | 344 |
|
|
2021
Q4 | $280K | Sell |
5,130
-813
| -14% | -$44.4K | 0.06% | 348 |
|
|
2021
Q3 | $330K | Buy |
5,943
+5,363
| +925% | +$298K | 0.09% | 251 |
|
|
2021
Q2 | $27K | Hold |
580
| – | – | 0.01% | 213 |
|
|
2021
Q1 | $27K | Buy |
580
+467
| +413% | +$21.7K | 0.01% | 221 |
|
|
2020
Q4 | $5K | Buy |
+113
| New | +$5K | ﹤0.01% | 240 |
|