TOBAM’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 |
-842
| Closed | -$74K | – | 335 |
|
|
2024
Q1 | $74K | Hold |
842
| – | – | 0.01% | 317 |
|
|
2023
Q4 | $60K | Sell |
842
-1,709
| -67% | -$122K | 0.01% | 322 |
|
|
2023
Q3 | $178K | Hold |
2,551
| – | – | 0.01% | 238 |
|
|
2023
Q2 | $176K | Buy |
2,551
+1,553
| +156% | +$107K | 0.01% | 260 |
|
|
2023
Q1 | $57K | Sell |
998
-154
| -13% | -$8.8K | ﹤0.01% | 341 |
|
|
2022
Q4 | $66K | Buy |
+1,152
| New | +$66K | ﹤0.01% | 331 |
|
|
2022
Q3 | – | Sell |
-716
| Closed | -$42K | – | 437 |
|
|
2022
Q2 | $42K | Buy |
+716
| New | +$42K | ﹤0.01% | 387 |
|
|
2022
Q1 | – | Sell |
-795
| Closed | -$56K | – | 436 |
|
|
2021
Q4 | $56K | Hold |
795
| – | – | ﹤0.01% | 336 |
|
|
2021
Q3 | $44K | Hold |
795
| – | – | ﹤0.01% | 373 |
|
|
2021
Q2 | $42K | Buy |
+795
| New | +$42K | ﹤0.01% | 368 |
|
|
2020
Q4 | – | Sell |
-695
| Closed | -$31K | – | 436 |
|
|
2020
Q3 | $31K | Buy |
+695
| New | +$31K | ﹤0.01% | 370 |
|