Smith Shellnut Wilson’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
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|
2025
Q1 | $465K | Hold |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $388K | Buy |
|
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|
2024
Q2 | $330K | Hold |
|
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|
2024
Q1 | $323K | Hold |
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|
2023
Q4 | $262K | Hold |
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $214K | Hold |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Buy |
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|
2021
Q4 | $203K | Buy |
|