SSW
Smith Shellnut Wilson’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
2,062
-1,677
| -45% | -$186K | 0.1% | 122 |
|
|
2025
Q1 | $465K | Hold |
3,739
| – | – | 0.21% | 79 |
|
|
2024
Q4 | $381K | Sell |
3,739
-8
| -0.2% | -$816 | 0.17% | 91 |
|
|
2024
Q3 | $388K | Buy |
3,747
+60
| +2% | +$6.22K | 0.18% | 87 |
|
|
2024
Q2 | $330K | Hold |
3,687
| – | – | 0.16% | 97 |
|
|
2024
Q1 | $323K | Hold |
3,687
| – | – | 0.17% | 92 |
|
|
2023
Q4 | $262K | Hold |
3,687
| – | – | 0.15% | 107 |
|
|
2023
Q3 | $258K | Hold |
3,687
| – | – | 0.16% | 110 |
|
|
2023
Q2 | $254K | Sell |
3,687
-38
| -1% | -$2.62K | 0.14% | 116 |
|
|
2023
Q1 | $214K | Hold |
3,725
| – | – | 0.13% | 120 |
|
|
2022
Q4 | $212K | Buy |
3,725
+54
| +1% | +$3.08K | 0.13% | 122 |
|
|
2022
Q3 | $222K | Buy |
+3,671
| New | +$222K | 0.15% | 111 |
|
|
2022
Q2 | – | Sell |
-3,017
| Closed | -$218K | – | 130 |
|
|
2022
Q1 | $218K | Buy |
3,017
+130
| +5% | +$9.39K | 0.11% | 133 |
|
|
2021
Q4 | $203K | Buy |
+2,887
| New | +$203K | 0.1% | 144 |
|