Summit Securities Group’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 | $21K | Buy |
189
+188
| +18,800% | +$20.8K | ﹤0.01% | 591 |
|
|
2025
Q1 | $124 | Buy |
+1
| New | +$124 | ﹤0.01% | 607 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 358 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 489 |
|
|
2023
Q3 | – | Sell |
-308
| Closed | -$21K | – | 441 |
|
|
2023
Q2 | $21K | Sell |
308
-153
| -33% | -$10.4K | ﹤0.01% | 492 |
|
|
2023
Q1 | $26K | Buy |
461
+223
| +94% | +$12.6K | ﹤0.01% | 440 |
|
|
2022
Q4 | $14K | Buy |
+238
| New | +$14K | ﹤0.01% | 738 |
|
|
2022
Q3 | – | Sell |
-487
| Closed | -$28K | – | 724 |
|
|
2022
Q2 | $28K | Buy |
487
+391
| +407% | +$22.5K | ﹤0.01% | 507 |
|
|
2022
Q1 | $7K | Buy |
+96
| New | +$7K | ﹤0.01% | 656 |
|