W.H. Cornerstone Investments’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 | $395K | Buy |
3,561
+5
| +0.1% | +$554 | 0.25% | 81 |
|
|
2025
Q1 | $442K | Buy |
3,556
+5
| +0.1% | +$622 | 0.31% | 74 |
|
|
2024
Q4 | $362K | Buy |
3,551
+5
| +0.1% | +$510 | 0.24% | 91 |
|
|
2024
Q3 | $367K | Sell |
3,546
-6
| -0.2% | -$621 | 0.25% | 84 |
|
|
2024
Q2 | $318K | Buy |
3,552
+15
| +0.4% | +$1.34K | 0.23% | 92 |
|
|
2024
Q1 | $310K | Buy |
3,537
+6
| +0.2% | +$526 | 0.22% | 98 |
|
|
2023
Q4 | $251K | Buy |
3,531
+6
| +0.2% | +$427 | 0.2% | 112 |
|
|
2023
Q3 | $246K | Buy |
3,525
+6
| +0.2% | +$419 | 0.22% | 101 |
|
|
2023
Q2 | $242K | Buy |
3,519
+6
| +0.2% | +$413 | 0.22% | 103 |
|
|
2023
Q1 | $202K | Buy |
3,513
+7
| +0.2% | +$403 | 0.18% | 128 |
|
|
2022
Q4 | $215K | Buy |
3,506
+2
| +0.1% | +$123 | 0.2% | 123 |
|
|
2022
Q3 | $217K | Buy |
+3,504
| New | +$217K | 0.23% | 106 |
|