Strategic Wealth Partners’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 | $222K | Buy |
+2,005
| New | +$222K | 0.02% | 303 |
|
|
2024
Q4 | $1.33M | Buy |
11,969
+628
| +6% | +$69.7K | 0.11% | 128 |
|
|
2024
Q3 | $1.17M | Sell |
11,341
-2,974
| -21% | -$308K | 0.11% | 132 |
|
|
2024
Q2 | $1.28M | Buy |
14,315
+1,271
| +10% | +$114K | 0.13% | 120 |
|
|
2024
Q1 | $1.14M | Sell |
13,044
-163
| -1% | -$14.3K | 0.13% | 120 |
|
|
2023
Q4 | $939K | Sell |
13,207
-1,165
| -8% | -$82.8K | 0.12% | 134 |
|
|
2023
Q3 | $1M | Sell |
14,372
-1,432
| -9% | -$100K | 0.13% | 154 |
|
|
2023
Q2 | $1.09M | Sell |
15,804
-145
| -0.9% | -$9.98K | 0.14% | 151 |
|
|
2023
Q1 | $916K | Buy |
15,949
+779
| +5% | +$44.7K | 0.14% | 137 |
|
|
2022
Q4 | $864K | Buy |
15,170
+7,318
| +93% | +$417K | 0.16% | 131 |
|
|
2022
Q3 | $475K | Buy |
7,852
+2,623
| +50% | +$159K | 0.1% | 179 |
|
|
2022
Q2 | $305K | Buy |
+5,229
| New | +$305K | 0.07% | 197 |
|