Summit Wealth Partners’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Hold |
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|
2025
Q1 | $25.1M | Sell |
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|
2024
Q4 | $22.6M | Sell |
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|
2024
Q3 | $24.5M | Hold |
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|
2024
Q2 | $21.2M | Sell |
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|
2024
Q1 | $21.5M | Sell |
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|
2023
Q4 | $18.3M | Hold |
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|
2023
Q3 | $17.9M | Sell |
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|
2023
Q2 | $18.4M | Sell |
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|
2023
Q1 | $16M | Hold |
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|
2022
Q4 | $15.9M | Sell |
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|
2022
Q3 | $16.9M | Buy |
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|
2022
Q2 | $16.2M | Sell |
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|
2022
Q1 | $22.3M | Sell |
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|
2021
Q4 | $26.6M | Sell |
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|
2021
Q3 | $21.9M | Sell |
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|
2021
Q2 | $21.1M | Hold |
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|
2021
Q1 | $18.1M | Sell |
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|
2020
Q4 | $19M | Hold |
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|
2020
Q3 | $18.1M | Hold |
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|
2020
Q2 | $16.3M | Hold |
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|
2020
Q1 | $14.5M | Hold |
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|
2019
Q4 | $15.8M | Buy |
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