WealthPLAN 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 | $3.96M | Sell |
35,691
-15,084
| -30% | -$1.67M | 0.64% | 40 |
|
|
2025
Q1 | $6.32M | Sell |
50,775
-562
| -1% | -$69.9K | 0.89% | 27 |
|
|
2024
Q4 | $5.24M | Sell |
51,337
-317
| -0.6% | -$32.3K | 0.74% | 34 |
|
|
2024
Q3 | $5.35M | Sell |
51,654
-6,883
| -12% | -$713K | 0.72% | 38 |
|
|
2024
Q2 | $5.23M | Sell |
58,537
-1,687
| -3% | -$151K | 0.56% | 46 |
|
|
2024
Q1 | $5.27M | Buy |
+60,224
| New | +$5.27M | 0.55% | 58 |
|