Tilia Fiduciary Partners’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-796
| Closed | -$54.8K | – | 143 |
|
|
2023
Q2 | $54.8K | Hold |
796
| – | – | 0.05% | 195 |
|
|
2023
Q1 | $45.7K | Hold |
796
| – | – | 0.04% | 217 |
|
|
2022
Q4 | $45.3K | Hold |
796
| – | – | 0.04% | 210 |
|
|
2022
Q3 | $49K | Hold |
796
| – | – | 0.05% | 200 |
|
|
2022
Q2 | $47K | Hold |
796
| – | – | 0.04% | 210 |
|
|
2022
Q1 | $58K | Hold |
796
| – | – | 0.05% | 208 |
|
|
2021
Q4 | $56K | Buy |
+796
| New | +$56K | 0.05% | 211 |
|