Trueblood Wealth Management’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 | $2.12M | Buy |
19,165
+476
| +3% | +$52.8K | 0.89% | 18 |
|
|
2025
Q1 | $2.32M | Buy |
18,689
+1,156
| +7% | +$144K | 1.08% | 13 |
|
|
2024
Q4 | $1.79M | Buy |
17,533
+45
| +0.3% | +$4.59K | 0.88% | 21 |
|
|
2024
Q3 | $1.81M | Sell |
17,488
-253
| -1% | -$26.2K | 0.91% | 20 |
|
|
2024
Q2 | $1.59M | Buy |
17,741
+21
| +0.1% | +$1.88K | 0.9% | 26 |
|
|
2024
Q1 | $1.55M | Sell |
17,720
-541
| -3% | -$47.4K | 0.89% | 24 |
|
|
2023
Q4 | $1.3M | Buy |
+18,261
| New | +$1.3M | 0.81% | 29 |
|