TFC Financial Management’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
$36.2K Sell
2025
Q2
$42.9K Buy
2025
Q1
$48K Hold
2024
Q4
$39.4K Hold
2024
Q3
$40K Hold
2024
Q2
$34.5K Sell
2024
Q1
$33.9K Buy
2023
Q4
$27.4K Hold
2023
Q3
$27K Hold
2023
Q2
$26.6K Buy
2023
Q1
$21.6K Hold
2022
Q4
$21.4K Hold
2022
Q3
$23K Hold
2022
Q2
$22K Hold
2022
Q1
$27K Hold
2021
Q4
$26K Hold
2021
Q3
$21K Hold
2021
Q2
$20K Hold
2021
Q1
$17K Hold
2020
Q4
$18K Hold
2020
Q3
$17K Buy