True Wealth Design’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	$1.44K	Sell	13 -2	-13%	-$222	﹤0.01%	1313
2025 Q1	$1.87K	Buy	+15	New	+$1.87K	﹤0.01%	1034