Trifecta Capital Advisors’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
Q3
$2.25K Sell
2025
Q2
$6.87K Buy
2025
Q1
$2.99K Hold
2024
Q4
$2.45K Hold
2024
Q3
$2.49K Hold
2024
Q2
$2.15K Hold
2024
Q1
$2.1K Hold
2023
Q4
$1.71K Hold
2023
Q3
$1.68K Hold
2023
Q2
$1.65K Hold
2023
Q1
$1.38K Buy
2022
Q4
$627 Buy