TFO Wealth Partners’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-136
| Closed | -$11.9K | – | 159 |
|
|
2024
Q1 | $11.9K | Hold |
136
| – | – | ﹤0.01% | 86 |
|
|
2023
Q4 | $9.67K | Hold |
136
| – | – | ﹤0.01% | 97 |
|
|
2023
Q3 | $9.36K | Hold |
136
| – | – | ﹤0.01% | 164 |
|
|
2023
Q2 | $9.36K | Hold |
136
| – | – | ﹤0.01% | 155 |
|
|
2023
Q1 | $7.81K | Buy |
136
+126
| +1,260% | +$7.24K | ﹤0.01% | 119 |
|
|
2022
Q4 | $582 | Buy |
+10
| New | +$582 | ﹤0.01% | 459 |
|
|
2022
Q1 | – | Sell |
-848
| Closed | -$57K | – | 124 |
|
|
2021
Q4 | $57K | Buy |
+848
| New | +$57K | 0.01% | 61 |
|