United Capital Financial 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 | $373K | Sell |
3,365
-133
| -4% | -$14.7K | ﹤0.01% | 856 |
|
|
2025
Q1 | $435K | Buy |
3,498
+223
| +7% | +$27.7K | ﹤0.01% | 780 |
|
|
2024
Q4 | $334K | Buy |
3,275
+175
| +6% | +$17.9K | ﹤0.01% | 842 |
|
|
2024
Q3 | $321K | Buy |
3,100
+135
| +5% | +$14K | ﹤0.01% | 853 |
|
|
2024
Q2 | $265K | Sell |
2,965
-395
| -12% | -$35.3K | ﹤0.01% | 888 |
|
|
2024
Q1 | $294K | Buy |
3,360
+30
| +0.9% | +$2.63K | ﹤0.01% | 877 |
|
|
2023
Q4 | $237K | Buy |
+3,330
| New | +$237K | ﹤0.01% | 946 |
|