West Oak Capital’s Brown & Brown BRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-400	Closed	-$23K	–	325
2022 Q2	$23K	Sell	400 -150	-27%	-$8.63K	0.01%	199
2022 Q1	$40K	Hold	550	–	–	0.02%	187
2021 Q4	$39K	Buy	+550	New	+$39K	0.01%	198