Wealthspire Advisors (Maryland)’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,128
| Closed | -$33K | – | 681 |
|
|
2019
Q1 | $33K | Sell |
1,128
-359
| -24% | -$10.5K | ﹤0.01% | 1063 |
|
|
2018
Q4 | $41K | Sell |
1,487
-891
| -37% | -$24.6K | ﹤0.01% | 938 |
|
|
2018
Q3 | $70K | Sell |
2,378
-2,179
| -48% | -$64.1K | 0.01% | 830 |
|
|
2018
Q2 | $126K | Buy |
4,557
+659
| +17% | +$18.2K | 0.01% | 608 |
|
|
2018
Q1 | $99K | Hold |
3,898
| – | – | 0.01% | 719 |
|
|
2017
Q4 | $100K | Sell |
3,898
-160
| -4% | -$4.11K | 0.01% | 714 |
|
|
2017
Q3 | $98K | Sell |
4,058
-1,444
| -26% | -$34.9K | 0.01% | 717 |
|
|
2017
Q2 | $118K | Sell |
5,502
-80
| -1% | -$1.72K | 0.01% | 631 |
|
|
2017
Q1 | $116K | Sell |
5,582
-396
| -7% | -$8.23K | 0.02% | 549 |
|
|
2016
Q4 | $134K | Sell |
5,978
-1,018
| -15% | -$22.8K | 0.02% | 486 |
|
|
2016
Q3 | $132K | Buy |
6,996
+142
| +2% | +$2.68K | 0.02% | 493 |
|
|
2016
Q2 | $128K | Buy |
6,854
+2,646
| +63% | +$49.4K | 0.02% | 481 |
|
|
2016
Q1 | $75K | Buy |
4,208
+3,288
| +357% | +$58.6K | 0.01% | 599 |
|
|
2015
Q4 | $15K | Buy |
+920
| New | +$15K | ﹤0.01% | 1064 |
|