Wealth Enhancement Advisory Services’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 | $6.45M | Buy |
59,350
+30,714
| +107% | +$3.34M | 0.01% | 795 |
|
|
2025
Q1 | $3.56M | Sell |
28,636
-13,820
| -33% | -$1.72M | 0.01% | 963 |
|
|
2024
Q4 | $4.33M | Buy |
42,456
+28,603
| +206% | +$2.92M | 0.01% | 851 |
|
|
2024
Q3 | $1.44M | Buy |
13,853
+1,380
| +11% | +$143K | ﹤0.01% | 1212 |
|
|
2024
Q2 | $1.12M | Buy |
12,473
+2,288
| +22% | +$205K | ﹤0.01% | 1227 |
|
|
2024
Q1 | $892K | Buy |
10,185
+506
| +5% | +$44.3K | ﹤0.01% | 1289 |
|
|
2023
Q4 | $688K | Sell |
9,679
-1,404
| -13% | -$99.8K | ﹤0.01% | 1328 |
|
|
2023
Q3 | $774K | Buy |
+11,083
| New | +$774K | ﹤0.01% | 1205 |
|
|
2021
Q4 | – | Sell |
-21,855
| Closed | -$1.4M | – | 302 |
|
|
2021
Q3 | $1.4M | Buy |
+21,855
| New | +$1.4M | 0.02% | 173 |
|