Venturi Wealth Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $470K | Sell |
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|
2025
Q2 | $584K | Sell |
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|
2025
Q1 | $805K | Buy |
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|
2024
Q4 | $652K | Sell |
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|
2024
Q3 | $681K | Buy |
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $4.73K | Buy |
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|
2023
Q4 | $1.85K | Buy |
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|
2023
Q3 | $1.05K | Buy |
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|
2023
Q2 | $414 | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $646K | Buy |
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|
2020
Q2 | $534K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $413K | Sell |
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|
2019
Q3 | $405K | Buy |
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|
2019
Q2 | $374K | Sell |
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|
2019
Q1 | $348K | Sell |
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|
2018
Q4 | $342K | Buy |
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