USA Financial Formulas’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,000
| Closed | -$1.14M | – | 317 |
|
|
2023
Q4 | $1.14M | Buy |
16,000
+15,988
| +133,233% | +$1.14M | 0.2% | 63 |
|
|
2023
Q3 | $838 | Hold |
12
| – | – | ﹤0.01% | 412 |
|
|
2023
Q2 | $826 | Hold |
12
| – | – | ﹤0.01% | 387 |
|
|
2023
Q1 | $689 | Buy |
+12
| New | +$689 | ﹤0.01% | 325 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 214 |
|
|
2022
Q2 | $1K | Sell |
12
-14,237
| -100% | -$1.19M | ﹤0.01% | 239 |
|
|
2022
Q1 | $1.03M | Sell |
14,249
-6,797
| -32% | -$491K | 1.1% | 25 |
|
|
2021
Q4 | $1.48M | Buy |
+21,046
| New | +$1.48M | 1.27% | 28 |
|
|
2018
Q4 | – | Sell |
-13,964
| Closed | -$387K | – | 323 |
|
|
2018
Q3 | $387K | Buy |
+13,964
| New | +$387K | 0.1% | 158 |
|