SteelPeak Wealth’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 | – | Sell |
-23,152
| Closed | -$2.88M | – | 514 |
|
|
2025
Q1 | $2.88M | Buy |
+23,152
| New | +$2.88M | 0.12% | 131 |
|
|
2024
Q4 | – | Sell |
-3,042
| Closed | -$315K | – | 489 |
|
|
2024
Q3 | $315K | Buy |
3,042
+482
| +19% | +$49.9K | 0.01% | 372 |
|
|
2024
Q2 | $229K | Buy |
+2,560
| New | +$229K | 0.01% | 406 |
|
|
2022
Q2 | – | Sell |
-22,037
| Closed | -$1.59M | – | 400 |
|
|
2022
Q1 | $1.59M | Buy |
+22,037
| New | +$1.59M | 0.09% | 130 |
|