SlateStone Wealth’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 | $1.49M | Sell |
13,475
-50
| -0.4% | -$5.54K | 0.14% | 126 |
|
|
2025
Q1 | $1.68M | Sell |
13,525
-2,225
| -14% | -$277K | 0.17% | 105 |
|
|
2024
Q4 | $1.61M | Buy |
15,750
+350
| +2% | +$35.7K | 0.16% | 114 |
|
|
2024
Q3 | $1.6M | Hold |
15,400
| – | – | 0.14% | 117 |
|
|
2024
Q2 | $1.38M | Sell |
15,400
-16
| -0.1% | -$1.43K | 0.15% | 121 |
|
|
2024
Q1 | $1.35M | Buy |
15,416
+9,766
| +173% | +$855K | 0.14% | 124 |
|
|
2023
Q4 | $402K | Sell |
5,650
-100
| -2% | -$7.12K | 0.05% | 176 |
|
|
2023
Q3 | $402K | Buy |
5,750
+1,750
| +44% | +$122K | 0.06% | 173 |
|
|
2023
Q2 | $275K | Hold |
4,000
| – | – | 0.05% | 181 |
|
|
2023
Q1 | $230K | Sell |
4,000
-1,000
| -20% | -$57.5K | 0.05% | 191 |
|
|
2022
Q4 | $285K | Buy |
+5,000
| New | +$285K | 0.07% | 161 |
|