TCI 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 Q2	–	Sell	-10	Closed	-$575	–	492
2023 Q1	$575	Sell	10 -1	-9%	-$58	﹤0.01%	2194
2022 Q4	$627	Sell	11 -1	-8%	-$57	﹤0.01%	2184
2022 Q3	$1K	Sell	12 -90	-88%	-$7.5K	﹤0.01%	2042
2022 Q2	$6K	Buy	+102	New	+$6K	﹤0.01%	1327
2020 Q2	–	Sell	-405	Closed	-$15K	–	1458
2020 Q1	$15K	Sell	405 -509	-56%	-$18.9K	0.01%	481
2019 Q4	$36K	Buy	914 +502	+122%	+$19.8K	0.01%	442
2019 Q3	$15K	Hold	412	–	–	0.01%	536
2019 Q2	$14K	Hold	412	–	–	0.01%	534
2019 Q1	$12K	Buy	412 +24	+6%	+$699	0.01%	583
2018 Q4	$11K	Hold	388	–	–	0.01%	587
2018 Q3	$11K	Hold	388	–	–	﹤0.01%	607
2018 Q2	$11K	Hold	388	–	–	﹤0.01%	622
2018 Q1	$10K	Hold	388	–	–	﹤0.01%	616
2017 Q4	$10K	Hold	388	–	–	﹤0.01%	628
2017 Q3	$9K	Hold	388	–	–	﹤0.01%	615
2017 Q2	$8K	Hold	388	–	–	﹤0.01%	631
2017 Q1	$8K	Hold	388	–	–	﹤0.01%	613
2016 Q4	$9K	Hold	388	–	–	﹤0.01%	641
2016 Q3	$7K	Sell	388 -174	-31%	-$3.14K	﹤0.01%	651
2016 Q2	$11K	Hold	562	–	–	0.01%	533
2016 Q1	$10K	Hold	562	–	–	0.01%	569
2015 Q4	$9K	Hold	562	–	–	0.01%	598
2015 Q3	$9K	Sell	562 -4	-0.7%	-$64	0.01%	523
2015 Q2	$9K	Sell	566 -24	-4%	-$382	0.01%	534
2015 Q1	$10K	Sell	590 -4	-0.7%	-$68	0.01%	454
2014 Q4	$10K	Sell	594 -28	-5%	-$471	0.01%	446
2014 Q3	$10K	Hold	622	–	–	0.01%	435
2014 Q2	$10K	Hold	622	–	–	0.01%	452
2014 Q1	$10K	Hold	622	–	–	0.01%	414
2013 Q4	$10K	Hold	622	–	–	0.01%	417
2013 Q3	$0	Buy	+622	New	–	﹤0.01%	789