Washington Trust Bank’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 | $451K | Sell |
4,070
-713
| -15% | -$79.1K | 0.04% | 142 |
|
|
2025
Q1 | $595K | Buy |
4,783
+33
| +0.7% | +$4.11K | 0.06% | 120 |
|
|
2024
Q4 | $485K | Hold |
4,750
| – | – | 0.05% | 132 |
|
|
2024
Q3 | $492K | Sell |
4,750
-92
| -2% | -$9.53K | 0.05% | 128 |
|
|
2024
Q2 | $433K | Hold |
4,842
| – | – | 0.04% | 133 |
|
|
2024
Q1 | $424K | Sell |
4,842
-870
| -15% | -$76.2K | 0.04% | 151 |
|
|
2023
Q4 | $406K | Hold |
5,712
| – | – | 0.04% | 156 |
|
|
2023
Q3 | $399K | Hold |
5,712
| – | – | 0.04% | 147 |
|
|
2023
Q2 | $393K | Hold |
5,712
| – | – | 0.04% | 144 |
|
|
2023
Q1 | $328K | Hold |
5,712
| – | – | 0.04% | 167 |
|
|
2022
Q4 | $325K | Hold |
5,712
| – | – | 0.04% | 168 |
|
|
2022
Q3 | $345K | Hold |
5,712
| – | – | 0.04% | 154 |
|
|
2022
Q2 | $333K | Hold |
5,712
| – | – | 0.04% | 166 |
|
|
2022
Q1 | $413K | Buy |
5,712
+20
| +0.4% | +$1.45K | 0.05% | 155 |
|
|
2021
Q4 | $400K | Buy |
5,692
+1,262
| +28% | +$88.7K | 0.04% | 153 |
|
|
2021
Q3 | $246K | Buy |
+4,430
| New | +$246K | 0.03% | 174 |
|