Veritable’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,213
| Closed | -$703K | – | 104 |
|
|
2023
Q2 | $703K | Sell |
10,213
-1,038
| -9% | -$66K | 0.01% | 454 |
|
|
2023
Q1 | $646K | Sell |
11,251
-2,292
| -17% | -$132K | 0.01% | 469 |
|
|
2022
Q4 | $772K | Sell |
13,543
-2,439
| -15% | -$143K | 0.01% | 428 |
|
|
2022
Q3 | $967K | Sell |
15,982
-1,317
| -8% | -$82.9K | 0.02% | 357 |
|
|
2022
Q2 | $1.01M | Sell |
17,299
-307
| -2% | -$18.8K | 0.02% | 374 |
|
|
2022
Q1 | $1.27M | Buy |
17,606
+94
| +0.5% | +$6.3K | 0.02% | 345 |
|
|
2021
Q4 | $1.23M | Sell |
17,512
-2,268
| -11% | -$146K | 0.02% | 359 |
|
|
2021
Q3 | $1.1M | Buy |
19,780
+71
| +0.4% | +$3.96K | 0.02% | 362 |
|
|
2021
Q2 | $1.05M | Buy |
19,709
+107
| +0.5% | +$5.5K | 0.02% | 370 |
|
|
2021
Q1 | $896K | Sell |
19,602
-707
| -3% | -$32.4K | 0.02% | 376 |
|
|
2020
Q4 | $963K | Buy |
20,309
+1,311
| +7% | +$60.3K | 0.02% | 346 |
|
|
2020
Q3 | $860K | Sell |
18,998
-1,105
| -5% | -$49.3K | 0.02% | 353 |
|
|
2020
Q2 | $819K | Sell |
20,103
-7,975
| -28% | -$308K | 0.02% | 355 |
|
|
2020
Q1 | $1.02M | Buy |
28,078
+609
| +2% | +$25.7K | 0.02% | 296 |
|
|
2019
Q4 | $1.08M | Sell |
27,469
-1
| -0% | -$38 | 0.02% | 352 |
|
|
2019
Q3 | $991K | Buy |
27,470
+100
| +0.4% | +$3.58K | 0.02% | 363 |
|
|
2019
Q2 | $917K | Sell |
27,370
-2,771
| -9% | -$87.9K | 0.02% | 363 |
|
|
2019
Q1 | $889K | Sell |
30,141
-298
| -1% | -$8.51K | 0.02% | 370 |
|
|
2018
Q4 | $839K | Buy |
30,439
+3,316
| +12% | +$93.8K | 0.02% | 346 |
|
|
2018
Q3 | $802K | Buy |
27,123
+3,813
| +16% | +$113K | 0.02% | 391 |
|
|
2018
Q2 | $646K | Buy |
23,310
+6,484
| +39% | +$177K | 0.01% | 446 |
|
|
2018
Q1 | $428K | Buy |
16,826
+5,448
| +48% | +$142K | 0.01% | 531 |
|
|
2017
Q4 | $293K | Sell |
11,378
-174
| -2% | -$4.37K | 0.01% | 640 |
|
|
2017
Q3 | $278K | Sell |
11,552
-2,330
| -17% | -$52.3K | 0.01% | 626 |
|
|
2017
Q2 | $299K | Buy |
+13,882
| New | +$298K | 0.01% | 625 |
|
Other funds holding BRO
