Unique Wealth’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
$395K Sell
3,565
-1,601
-31% -$177K 0.06% 126
2025
Q1
$643K Buy
5,166
+1,657
+47% +$206K 0.12% 95
2024
Q4
$358K Buy
3,509
+1,424
+68% +$145K 0.07% 105
2024
Q3
$216K Buy
+2,085
New +$216K 0.05% 112