Tradition Wealth 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 Q4	–	Sell	-2,225	Closed	-$209K	–	501
2025 Q3	$209K	Buy	2,225 +13	+0.6%	+$1.27K	0.02%	452
2025 Q2	$245K	Buy	2,212 +9	+0.4%	+$1.01K	0.02%	395
2025 Q1	$274K	Buy	2,203 +2	+0.1%	+$223	0.02%	347
2024 Q4	$225K	Sell	2,201 -25	-1%	-$2.67K	0.02%	376
2024 Q3	$231K	Buy	+2,226	New	+$221K	0.02%	370
2024 Q1	–	Sell	-1,974	Closed	-$140K	–	480
2023 Q4	$140K	Buy	1,974 +3	+0.2%	+$214	0.01%	386
2023 Q3	$138K	Buy	1,971 +4	+0.2%	+$285	0.02%	367
2023 Q2	$135K	Sell	1,967 -167	-8%	-$10.6K	0.02%	389
2023 Q1	$123K	Buy	2,134 +174	+9%	+$10K	0.02%	389
2022 Q4	$112K	Hold	1,960	–	–	0.02%	348
2022 Q3	$119K	Buy	+1,960	New	+$123K	0.02%	331