Wallace Advisory Group’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 | $425K | Buy |
3,414
+274
| +9% | +$34.1K | 0.31% | 98 |
|
|
2025
Q1 | $320K | Sell |
3,140
-10
| -0.3% | -$1.02K | 0.22% | 131 |
|
|
2024
Q4 | $326K | Buy |
3,150
+18
| +0.6% | +$1.87K | 0.23% | 126 |
|
|
2024
Q3 | $280K | Sell |
3,132
-71
| -2% | -$6.35K | 0.2% | 135 |
|
|
2024
Q2 | $286K | Buy |
3,203
+176
| +6% | +$15.7K | 0.21% | 134 |
|
|
2024
Q1 | $215K | Buy |
+3,027
| New | +$215K | 0.16% | 154 |
|