Spire Wealth Management’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
Q3 | $8.91K | Sell |
|
|||||
|
2025
Q2 | $11.1K | Sell |
|
|||||
|
2025
Q1 | $142K | Sell |
|
|||||
|
2024
Q4 | $117K | Hold |
|
|||||
|
2024
Q3 | $118K | Sell |
|
|||||
|
2024
Q2 | $104K | Buy |
|
|||||
|
2024
Q1 | $101K | Buy |
|
|||||
|
2023
Q4 | $85.9K | Buy |
|
|||||
|
2023
Q3 | $79.3K | Buy |
|
|||||
|
2023
Q2 | $77.9K | Buy |
|
|||||
|
2023
Q1 | $59.1K | Buy |
|
|||||
|
2022
Q4 | $14K | Buy |
|
|||||
|
2022
Q3 | $14K | Sell |
|
|||||
|
2022
Q2 | $61K | Buy |
|
|||||
|
2022
Q1 | $74K | Buy |
|
|||||
|
2021
Q4 | $57K | Sell |
|
|||||
|
2021
Q3 | $89K | Hold |
|
|||||
|
2021
Q2 | $85K | Sell |
|
|||||
|
2021
Q1 | $74K | Buy |
|