Tradition Wealth Management’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 | $245K | Buy |
2,212
+9
| +0.4% | +$998 | 0.02% | 395 |
|
|
2025
Q1 | $274K | Buy |
2,203
+2
| +0.1% | +$249 | 0.02% | 347 |
|
|
2024
Q4 | $225K | Sell |
2,201
-25
| -1% | -$2.55K | 0.02% | 376 |
|
|
2024
Q3 | $231K | Buy |
+2,226
| New | +$231K | 0.02% | 370 |
|
|
2024
Q1 | – | Sell |
-1,974
| Closed | -$140K | – | 480 |
|
|
2023
Q4 | $140K | Buy |
1,974
+3
| +0.2% | +$213 | 0.01% | 386 |
|
|
2023
Q3 | $138K | Buy |
1,971
+4
| +0.2% | +$280 | 0.02% | 367 |
|
|
2023
Q2 | $135K | Sell |
1,967
-167
| -8% | -$11.5K | 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 | +$119K | 0.02% | 331 |
|