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