Tompkins Financial’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 | $12.3K | Buy |
+111
| New | +$12.3K | ﹤0.01% | 427 |
|
|
2017
Q4 | – | Sell |
-300
| Closed | -$7K | – | 392 |
|
|
2017
Q3 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 344 |
|
|
2016
Q3 | – | Sell |
-810
| Closed | -$15K | – | 396 |
|
|
2016
Q2 | $15K | Buy |
+810
| New | +$15K | ﹤0.01% | 350 |
|