Spire Wealth Management’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 | $11.1K | Sell |
100
-1,041
| -91% | -$115K | ﹤0.01% | 1688 |
|
|
2025
Q1 | $142K | Sell |
1,141
-2
| -0.2% | -$249 | ﹤0.01% | 919 |
|
|
2024
Q4 | $117K | Hold |
1,143
| – | – | ﹤0.01% | 981 |
|
|
2024
Q3 | $118K | Sell |
1,143
-18
| -2% | -$1.87K | ﹤0.01% | 862 |
|
|
2024
Q2 | $104K | Buy |
1,161
+6
| +0.5% | +$536 | ﹤0.01% | 885 |
|
|
2024
Q1 | $101K | Buy |
1,155
+7
| +0.6% | +$613 | ﹤0.01% | 983 |
|
|
2023
Q4 | $85.9K | Buy |
1,148
+13
| +1% | +$973 | ﹤0.01% | 1031 |
|
|
2023
Q3 | $79.3K | Buy |
1,135
+3
| +0.3% | +$210 | ﹤0.01% | 1018 |
|
|
2023
Q2 | $77.9K | Buy |
1,132
+102
| +10% | +$7.02K | ﹤0.01% | 1044 |
|
|
2023
Q1 | $59.1K | Buy |
1,030
+783
| +317% | +$44.9K | ﹤0.01% | 1133 |
|
|
2022
Q4 | $14K | Buy |
247
+18
| +8% | +$1.02K | ﹤0.01% | 1491 |
|
|
2022
Q3 | $14K | Sell |
229
-814
| -78% | -$49.8K | ﹤0.01% | 1456 |
|
|
2022
Q2 | $61K | Buy |
1,043
+15
| +1% | +$877 | ﹤0.01% | 1208 |
|
|
2022
Q1 | $74K | Buy |
1,028
+214
| +26% | +$15.4K | ﹤0.01% | 1287 |
|
|
2021
Q4 | $57K | Sell |
814
-786
| -49% | -$55K | ﹤0.01% | 1652 |
|
|
2021
Q3 | $89K | Hold |
1,600
| – | – | ﹤0.01% | 1234 |
|
|
2021
Q2 | $85K | Sell |
1,600
-14
| -0.9% | -$744 | ﹤0.01% | 1245 |
|
|
2021
Q1 | $74K | Buy |
+1,614
| New | +$74K | ﹤0.01% | 1528 |
|