Wealthcare Advisory Partners’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 | $2.92M | Sell |
26,367
-655
| -2% | -$72.6K | 0.07% | 248 |
|
|
2025
Q1 | $3.36M | Sell |
27,022
-1,321
| -5% | -$164K | 0.09% | 192 |
|
|
2024
Q4 | $2.89M | Sell |
28,343
-112
| -0.4% | -$11.4K | 0.08% | 209 |
|
|
2024
Q3 | $2.95M | Sell |
28,455
-786
| -3% | -$81.4K | 0.08% | 208 |
|
|
2024
Q2 | $2.61M | Sell |
29,241
-846
| -3% | -$75.6K | 0.08% | 204 |
|
|
2024
Q1 | $2.63M | Buy |
+30,087
| New | +$2.63M | 0.09% | 198 |
|
|
2020
Q2 | – | Sell |
-96
| Closed | -$3K | – | 437 |
|
|
2020
Q1 | $3K | Hold |
96
| – | – | ﹤0.01% | 1209 |
|
|
2019
Q4 | $4K | Hold |
96
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q3 | $3K | Hold |
96
| – | – | ﹤0.01% | 1134 |
|
|
2019
Q2 | $3K | Hold |
96
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q1 | $3K | Hold |
96
| – | – | ﹤0.01% | 1029 |
|
|
2018
Q4 | $3K | Hold |
96
| – | – | ﹤0.01% | 1012 |
|
|
2018
Q3 | $3K | Hold |
96
| – | – | ﹤0.01% | 1059 |
|
|
2018
Q2 | $3K | Buy |
+96
| New | +$3K | ﹤0.01% | 1047 |
|