Wedmont Private Capital’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 | $293K | Sell |
2,713
-321
| -11% | -$34.7K | 0.01% | 580 |
|
|
2025
Q1 | $361K | Buy |
3,034
+559
| +23% | +$66.4K | 0.02% | 469 |
|
|
2024
Q4 | $252K | Buy |
2,475
+157
| +7% | +$16K | 0.01% | 590 |
|
|
2024
Q3 | $237K | Buy |
+2,318
| New | +$237K | 0.01% | 581 |
|
|
2022
Q4 | – | Sell |
-4,520
| Closed | -$273K | – | 449 |
|
|
2022
Q3 | $273K | Buy |
+4,520
| New | +$273K | 0.05% | 273 |
|