WealthPlan Investment Management’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 | $11.2M | Buy |
100,908
+7,917
| +9% | +$878K | 0.81% | 36 |
|
|
2025
Q1 | $11.6M | Sell |
92,991
-5,536
| -6% | -$689K | 1.14% | 22 |
|
|
2024
Q4 | $10.1M | Sell |
98,527
-10,797
| -10% | -$1.1M | 0.99% | 30 |
|
|
2024
Q3 | $11.3M | Buy |
109,324
+5,709
| +6% | +$591K | 1.15% | 22 |
|
|
2024
Q2 | $9.26M | Sell |
103,615
-2,280
| -2% | -$204K | 1.4% | 23 |
|
|
2024
Q1 | $9.27M | Buy |
+105,895
| New | +$9.27M | 1.41% | 26 |
|