Sound Income Strategies’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 | $28.1K | Sell |
253
-848
| -77% | -$94K | ﹤0.01% | 671 |
|
|
2025
Q1 | $137K | Buy |
1,101
+2
| +0.2% | +$249 | 0.01% | 348 |
|
|
2024
Q4 | $112K | Buy |
1,099
+1
| +0.1% | +$102 | 0.01% | 336 |
|
|
2024
Q3 | $114K | Hold |
1,098
| – | – | 0.01% | 319 |
|
|
2024
Q2 | $98.2K | Hold |
1,098
| – | – | 0.01% | 333 |
|
|
2024
Q1 | $96.1K | Buy |
+1,098
| New | +$96.1K | 0.01% | 317 |
|