Venturi 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 | $584K | Sell |
5,267
-1,204
| -19% | -$133K | 0.03% | 296 |
|
|
2025
Q1 | $805K | Buy |
6,471
+76
| +1% | +$9.45K | 0.04% | 237 |
|
|
2024
Q4 | $652K | Sell |
6,395
-178
| -3% | -$18.2K | 0.03% | 284 |
|
|
2024
Q3 | $681K | Buy |
6,573
+2,199
| +50% | +$228K | 0.04% | 238 |
|
|
2024
Q2 | $391K | Buy |
4,374
+4,320
| +8,000% | +$386K | 0.02% | 313 |
|
|
2024
Q1 | $4.73K | Buy |
54
+28
| +108% | +$2.45K | ﹤0.01% | 1105 |
|
|
2023
Q4 | $1.85K | Buy |
26
+11
| +73% | +$782 | ﹤0.01% | 1240 |
|
|
2023
Q3 | $1.05K | Buy |
15
+9
| +150% | +$629 | ﹤0.01% | 1291 |
|
|
2023
Q2 | $414 | Buy |
+6
| New | +$414 | ﹤0.01% | 1091 |
|
|
2020
Q4 | – | Sell |
-14,275
| Closed | -$646K | – | 310 |
|
|
2020
Q3 | $646K | Buy |
14,275
+1,164
| +9% | +$52.7K | 0.07% | 172 |
|
|
2020
Q2 | $534K | Buy |
+13,111
| New | +$534K | 0.07% | 179 |
|
|
2020
Q1 | – | Sell |
-10,459
| Closed | -$413K | – | 214 |
|
|
2019
Q4 | $413K | Sell |
10,459
-760
| -7% | -$30K | 0.05% | 166 |
|
|
2019
Q3 | $405K | Buy |
11,219
+65
| +0.6% | +$2.35K | 0.05% | 157 |
|
|
2019
Q2 | $374K | Sell |
11,154
-518
| -4% | -$17.4K | 0.05% | 170 |
|
|
2019
Q1 | $348K | Sell |
11,672
-1,121
| -9% | -$33.4K | 0.05% | 191 |
|
|
2018
Q4 | $342K | Buy |
+12,793
| New | +$342K | 0.06% | 181 |
|