Triad Investment Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.19M | Sell |
36,453
-1,859
| -5% | -$163K | 3.87% | 13 |
|
|
2023
Q4 | $2.72M | Buy |
38,312
+5,134
| +15% | +$365K | 3.58% | 13 |
|
|
2023
Q3 | $2.32M | Buy |
33,178
+405
| +1% | +$28.3K | 3.38% | 11 |
|
|
2023
Q2 | $2.26M | Sell |
32,773
-8
| -0% | -$551 | 3.14% | 12 |
|
|
2023
Q1 | $1.88M | Buy |
32,781
+1,085
| +3% | +$62.3K | 2.74% | 16 |
|
|
2022
Q4 | $1.81M | Buy |
31,696
+1,798
| +6% | +$102K | 2.82% | 15 |
|
|
2022
Q3 | $1.81M | Buy |
29,898
+3,551
| +13% | +$215K | 3.14% | 13 |
|
|
2022
Q2 | $1.54M | Buy |
26,347
+13,736
| +109% | +$801K | 2.28% | 21 |
|
|
2022
Q1 | $911K | Buy |
12,611
+636
| +5% | +$45.9K | 0.86% | 35 |
|
|
2021
Q4 | $842K | Buy |
+11,975
| New | +$842K | 0.76% | 35 |
|