TD Private Client Wealth’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 | $48.3K | Buy |
436
+123
| +39% | +$13.6K | ﹤0.01% | 847 |
|
|
2025
Q1 | $38.9K | Buy |
313
+2
| +0.6% | +$249 | ﹤0.01% | 844 |
|
|
2024
Q4 | $31.7K | Sell |
311
-19
| -6% | -$1.94K | ﹤0.01% | 902 |
|
|
2024
Q3 | $34.2K | Hold |
330
| – | – | ﹤0.01% | 898 |
|
|
2024
Q2 | $29.5K | Buy |
330
+8
| +2% | +$715 | ﹤0.01% | 882 |
|
|
2024
Q1 | $28.2K | Sell |
322
-15
| -4% | -$1.31K | ﹤0.01% | 899 |
|
|
2023
Q4 | $24K | Sell |
337
-23
| -6% | -$1.64K | ﹤0.01% | 928 |
|
|
2023
Q3 | $25.1K | Buy |
360
+21
| +6% | +$1.47K | ﹤0.01% | 900 |
|
|
2023
Q2 | $23.3K | Sell |
339
-34
| -9% | -$2.34K | ﹤0.01% | 921 |
|
|
2023
Q1 | $21.4K | Sell |
373
-6
| -2% | -$345 | ﹤0.01% | 939 |
|
|
2022
Q4 | $21.6K | Buy |
379
+170
| +81% | +$9.69K | ﹤0.01% | 902 |
|
|
2022
Q3 | $12.6K | Hold |
209
| – | – | ﹤0.01% | 970 |
|
|
2022
Q2 | $12.2K | Buy |
209
+178
| +574% | +$10.4K | ﹤0.01% | 981 |
|
|
2022
Q1 | $2.24K | Buy |
+31
| New | +$2.24K | ﹤0.01% | 1158 |
|