TD Private Client Wealth’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
Q3 | $208K | Buy |
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|
2025
Q2 | $48.3K | Buy |
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|
2025
Q1 | $38.9K | Buy |
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|
2024
Q4 | $31.7K | Sell |
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|
2024
Q3 | $34.2K | Hold |
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|
2024
Q2 | $29.5K | Buy |
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|
2024
Q1 | $28.2K | Sell |
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|
2023
Q4 | $24K | Sell |
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|
2023
Q3 | $25.1K | Buy |
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|
2023
Q2 | $23.3K | Sell |
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|
2023
Q1 | $21.4K | Sell |
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|
2022
Q4 | $21.6K | Buy |
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|
2022
Q3 | $12.6K | Hold |
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|
2022
Q2 | $12.2K | Buy |
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|
2022
Q1 | $2.24K | Buy |
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