Trifecta Capital Advisors’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 | $6.87K | Buy |
62
+38
| +158% | +$4.21K | ﹤0.01% | 252 |
|
|
2025
Q1 | $2.99K | Hold |
24
| – | – | ﹤0.01% | 270 |
|
|
2024
Q4 | $2.45K | Hold |
24
| – | – | ﹤0.01% | 282 |
|
|
2024
Q3 | $2.49K | Hold |
24
| – | – | ﹤0.01% | 291 |
|
|
2024
Q2 | $2.15K | Hold |
24
| – | – | ﹤0.01% | 304 |
|
|
2024
Q1 | $2.1K | Hold |
24
| – | – | ﹤0.01% | 305 |
|
|
2023
Q4 | $1.71K | Hold |
24
| – | – | ﹤0.01% | 347 |
|
|
2023
Q3 | $1.68K | Hold |
24
| – | – | ﹤0.01% | 327 |
|
|
2023
Q2 | $1.65K | Hold |
24
| – | – | ﹤0.01% | 328 |
|
|
2023
Q1 | $1.38K | Buy |
24
+13
| +118% | +$747 | ﹤0.01% | 345 |
|
|
2022
Q4 | $627 | Buy |
+11
| New | +$627 | ﹤0.01% | 413 |
|