TFC Financial Management’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 | $42.9K | Buy |
387
+1
| +0.3% | +$111 | 0.01% | 275 |
|
|
2025
Q1 | $48K | Hold |
386
| – | – | 0.01% | 262 |
|
|
2024
Q4 | $39.4K | Hold |
386
| – | – | 0.01% | 263 |
|
|
2024
Q3 | $40K | Hold |
386
| – | – | 0.01% | 274 |
|
|
2024
Q2 | $34.5K | Sell |
386
-1
| -0.3% | -$89 | 0.01% | 268 |
|
|
2024
Q1 | $33.9K | Buy |
387
+1
| +0.3% | +$88 | 0.01% | 264 |
|
|
2023
Q4 | $27.4K | Hold |
386
| – | – | 0.01% | 272 |
|
|
2023
Q3 | $27K | Hold |
386
| – | – | 0.01% | 265 |
|
|
2023
Q2 | $26.6K | Buy |
386
+10
| +3% | +$688 | 0.01% | 265 |
|
|
2023
Q1 | $21.6K | Hold |
376
| – | – | 0.01% | 308 |
|
|
2022
Q4 | $21.4K | Hold |
376
| – | – | 0.01% | 253 |
|
|
2022
Q3 | $23K | Hold |
376
| – | – | 0.01% | 244 |
|
|
2022
Q2 | $22K | Hold |
376
| – | – | 0.01% | 246 |
|
|
2022
Q1 | $27K | Hold |
376
| – | – | 0.01% | 236 |
|
|
2021
Q4 | $26K | Hold |
376
| – | – | 0.01% | 253 |
|
|
2021
Q3 | $21K | Hold |
376
| – | – | 0.01% | 270 |
|
|
2021
Q2 | $20K | Hold |
376
| – | – | 0.01% | 264 |
|
|
2021
Q1 | $17K | Hold |
376
| – | – | 0.01% | 268 |
|
|
2020
Q4 | $18K | Hold |
376
| – | – | 0.01% | 259 |
|
|
2020
Q3 | $17K | Buy |
+376
| New | +$17K | 0.01% | 248 |
|