SRN Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,223
| Closed | -$1.16M | – | 107 |
|
|
2024
Q3 | $1.16M | Sell |
11,223
-483
| -4% | -$50K | 1.03% | 38 |
|
|
2024
Q2 | $1.05M | Hold |
11,706
| – | – | 0.87% | 49 |
|
|
2024
Q1 | $1.02M | Buy |
11,706
+546
| +5% | +$47.8K | 0.8% | 68 |
|
|
2023
Q4 | $794K | Buy |
+11,160
| New | +$794K | 0.71% | 80 |
|
|
2022
Q4 | – | Sell |
-13,245
| Closed | -$801K | – | 94 |
|
|
2022
Q3 | $801K | Sell |
13,245
-4,131
| -24% | -$250K | 0.67% | 59 |
|
|
2022
Q2 | $1.01M | Sell |
17,376
-2,908
| -14% | -$170K | 0.71% | 57 |
|
|
2022
Q1 | $1.47M | Buy |
20,284
+214
| +1% | +$15.5K | 0.65% | 52 |
|
|
2021
Q4 | $1.41M | Buy |
20,070
+2,478
| +14% | +$174K | 0.51% | 56 |
|
|
2021
Q3 | $975K | Sell |
17,592
-9,770
| -36% | -$542K | 0.45% | 57 |
|
|
2021
Q2 | $1.45M | Sell |
27,362
-1,261
| -4% | -$67K | 0.49% | 69 |
|
|
2021
Q1 | $1.31M | Sell |
28,623
-4,732
| -14% | -$216K | 0.47% | 83 |
|
|
2020
Q4 | $1.54M | Buy |
+33,355
| New | +$1.54M | 0.76% | 80 |
|