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 |
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|
2023
Q2 | $703K | Sell |
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|
2023
Q1 | $646K | Sell |
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|
2022
Q4 | $772K | Sell |
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|
2022
Q3 | $967K | Sell |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $896K | Sell |
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|
2020
Q4 | $963K | Buy |
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|
2020
Q3 | $860K | Sell |
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|
2020
Q2 | $819K | Sell |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $1.08M | Sell |
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|
2019
Q3 | $991K | Buy |
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|
2019
Q2 | $917K | Sell |
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|
2019
Q1 | $889K | Sell |
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|
2018
Q4 | $839K | Buy |
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|
2018
Q3 | $802K | Buy |
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|
2018
Q2 | $646K | Buy |
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|
2018
Q1 | $428K | Buy |
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|
2017
Q4 | $293K | Sell |
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|
2017
Q3 | $278K | Sell |
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|
2017
Q2 | $299K | Buy |
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