Vestmark Advisory Solutions’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 |
-22,976
| Closed | -$1.58M | – | 474 |
|
|
2023
Q2 | $1.58M | Buy |
22,976
+1,009
| +5% | +$69.5K | 0.06% | 353 |
|
|
2023
Q1 | $1.26M | Buy |
21,967
+4,976
| +29% | +$286K | 0.05% | 380 |
|
|
2022
Q4 | $968K | Buy |
16,991
+416
| +3% | +$23.7K | 0.05% | 424 |
|
|
2022
Q3 | $1M | Buy |
16,575
+2,274
| +16% | +$137K | 0.06% | 381 |
|
|
2022
Q2 | $834K | Buy |
14,301
+5,329
| +59% | +$311K | 0.05% | 413 |
|
|
2022
Q1 | $648K | Buy |
+8,972
| New | +$648K | 0.04% | 468 |
|
|
2020
Q3 | – | Sell |
-5,522
| Closed | -$225K | – | 550 |
|
|
2020
Q2 | $225K | Buy |
+5,522
| New | +$225K | 0.03% | 488 |
|