Triasima Portfolio Management’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-30,285
Closed -$1.83M 132
2022
Q3
$1.83M Sell
30,285
-18,040
-37% -$1.09M 0.15% 77
2022
Q2
$2.82M Sell
48,325
-32,955
-41% -$1.92M 0.2% 61
2022
Q1
$5.87M Buy
81,280
+47,750
+142% +$3.45M 0.28% 44
2021
Q4
$2.36M Buy
+33,530
New +$2.36M 0.11% 89