Sutton Wealth Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $15.3K | Buy |
219
+27
| +14% | +$1.89K | 0.01% | 398 |
|
2023
Q2 | $13.2K | Hold |
192
| – | – | 0.01% | 416 |
|
2023
Q1 | $11K | Sell |
192
-23
| -11% | -$1.32K | 0.01% | 404 |
|
2022
Q4 | $12.2K | Sell |
215
-2
| -0.9% | -$114 | ﹤0.01% | 870 |
|
2022
Q3 | $13.1K | Hold |
217
| – | – | 0.01% | 809 |
|
2022
Q2 | $12.7K | Buy |
217
+117
| +117% | +$6.83K | 0.01% | 823 |
|
2022
Q1 | $7.23K | Buy |
100
+2
| +2% | +$145 | ﹤0.01% | 1022 |
|
2021
Q4 | $6.89K | Hold |
98
| – | – | ﹤0.01% | 1024 |
|
2021
Q3 | $5.43K | Hold |
98
| – | – | ﹤0.01% | 1043 |
|
2021
Q2 | $5.21K | Hold |
98
| – | – | ﹤0.01% | 1040 |
|
2021
Q1 | $4.48K | Hold |
98
| – | – | ﹤0.01% | 1030 |
|
2020
Q4 | $4.65K | Hold |
98
| – | – | ﹤0.01% | 996 |
|
2020
Q3 | $4.44K | Hold |
98
| – | – | ﹤0.01% | 957 |
|
2020
Q2 | $3.99K | Buy |
98
+5
| +5% | +$204 | ﹤0.01% | 965 |
|
2020
Q1 | $3.37K | Hold |
93
| – | – | ﹤0.01% | 939 |
|
2019
Q4 | $3.67K | Hold |
93
| – | – | ﹤0.01% | 989 |
|
2019
Q3 | $3.35K | Hold |
93
| – | – | ﹤0.01% | 994 |
|
2019
Q2 | $3.12K | Buy |
93
+20
| +27% | +$670 | ﹤0.01% | 993 |
|
2019
Q1 | $2.15K | Buy |
73
+39
| +115% | +$1.15K | ﹤0.01% | 1035 |
|
2018
Q4 | $937 | Hold |
34
| – | – | ﹤0.01% | 1043 |
|
2018
Q3 | $1.01K | Buy |
34
+12
| +55% | +$355 | ﹤0.01% | 1042 |
|
2018
Q2 | $610 | Hold |
22
| – | – | ﹤0.01% | 1085 |
|
2018
Q1 | $560 | Hold |
22
| – | – | ﹤0.01% | 1087 |
|
2017
Q4 | $566 | Hold |
22
| – | – | ﹤0.01% | 1037 |
|
2017
Q3 | $530 | Hold |
22
| – | – | ﹤0.01% | 1035 |
|
2017
Q2 | $474 | Hold |
22
| – | – | ﹤0.01% | 1042 |
|
2017
Q1 | $459 | Hold |
22
| – | – | ﹤0.01% | 1025 |
|
2016
Q4 | $493 | Hold |
22
| – | – | ﹤0.01% | 1018 |
|
2016
Q3 | $415 | Hold |
22
| – | – | ﹤0.01% | 1017 |
|
2016
Q2 | $412 | Hold |
22
| – | – | ﹤0.01% | 989 |
|
2016
Q1 | $394 | Buy |
+22
| New | +$394 | ﹤0.01% | 986 |
|