Wealthfront Advisers’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 | $1.71M | Buy |
15,389
+2,200
| +17% | +$244K | ﹤0.01% | 597 |
|
|
2025
Q1 | $1.64M | Buy |
13,189
+2,752
| +26% | +$342K | ﹤0.01% | 579 |
|
|
2024
Q4 | $1.06M | Buy |
10,437
+1,700
| +19% | +$173K | ﹤0.01% | 648 |
|
|
2024
Q3 | $905K | Buy |
8,737
+258
| +3% | +$26.7K | ﹤0.01% | 657 |
|
|
2024
Q2 | $758K | Buy |
8,479
+525
| +7% | +$46.9K | ﹤0.01% | 672 |
|
|
2024
Q1 | $696K | Buy |
7,954
+141
| +2% | +$12.3K | ﹤0.01% | 679 |
|
|
2023
Q4 | $556K | Buy |
7,813
+262
| +3% | +$18.6K | ﹤0.01% | 697 |
|
|
2023
Q3 | $527K | Buy |
7,551
+255
| +3% | +$17.8K | ﹤0.01% | 678 |
|
|
2023
Q2 | $502K | Buy |
7,296
+1,029
| +16% | +$70.8K | ﹤0.01% | 675 |
|
|
2023
Q1 | $360K | Buy |
6,267
+665
| +12% | +$38.2K | ﹤0.01% | 724 |
|
|
2022
Q4 | $319K | Sell |
5,602
-3,390
| -38% | -$193K | ﹤0.01% | 710 |
|
|
2022
Q3 | $544K | Buy |
8,992
+4,694
| +109% | +$284K | ﹤0.01% | 581 |
|
|
2022
Q2 | $251K | Sell |
4,298
-15,641
| -78% | -$913K | ﹤0.01% | 720 |
|
|
2022
Q1 | $1.44M | Sell |
19,939
-1,484
| -7% | -$107K | 0.01% | 463 |
|
|
2021
Q4 | $1.51M | Buy |
21,423
+1,759
| +9% | +$124K | 0.01% | 440 |
|
|
2021
Q3 | $1.09M | Buy |
19,664
+15,127
| +333% | +$839K | 0.01% | 460 |
|
|
2021
Q2 | $241K | Buy |
+4,537
| New | +$241K | ﹤0.01% | 595 |
|