V Wealth Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-30,457
| Closed | -$2.1M | – | 144 |
|
|
2023
Q2 | $2.1M | Sell |
30,457
-757
| -2% | -$52.1K | 0.35% | 57 |
|
|
2023
Q1 | $1.79M | Sell |
31,214
-3,062
| -9% | -$176K | 0.34% | 66 |
|
|
2022
Q4 | $1.95M | Sell |
34,276
-238
| -0.7% | -$13.6K | 0.4% | 51 |
|
|
2022
Q3 | $2.09M | Buy |
34,514
+910
| +3% | +$55K | 0.42% | 47 |
|
|
2022
Q2 | $1.96M | Sell |
33,604
-188
| -0.6% | -$11K | 0.37% | 60 |
|
|
2022
Q1 | $2.44M | Sell |
33,792
-624
| -2% | -$45.1K | 0.39% | 47 |
|
|
2021
Q4 | $2.42M | Buy |
34,416
+224
| +0.7% | +$15.7K | 0.35% | 55 |
|
|
2021
Q3 | $1.9M | Buy |
34,192
+646
| +2% | +$35.8K | 0.29% | 73 |
|
|
2021
Q2 | $1.78M | Buy |
33,546
+23
| +0.1% | +$1.22K | 0.28% | 80 |
|
|
2021
Q1 | $1.53M | Hold |
33,523
| – | – | 0.28% | 87 |
|
|
2020
Q4 | $1.59M | Buy |
+33,523
| New | +$1.59M | 0.33% | 70 |
|
|
2020
Q3 | – | Sell |
-31,753
| Closed | -$1.29M | – | 187 |
|
|
2020
Q2 | $1.29M | Buy |
+31,753
| New | +$1.29M | 0.34% | 73 |
|