WestEnd Advisors’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 | $665 | Sell |
6
-1
| -14% | -$111 | ﹤0.01% | 248 |
|
|
2025
Q1 | $871 | Buy |
7
+5
| +250% | +$622 | ﹤0.01% | 221 |
|
|
2024
Q4 | $204 | Hold |
2
| – | – | ﹤0.01% | 256 |
|
|
2024
Q3 | $207 | Buy |
2
+1
| +100% | +$104 | ﹤0.01% | 288 |
|
|
2024
Q2 | $89 | Hold |
1
| – | – | ﹤0.01% | 337 |
|
|
2024
Q1 | $88 | Buy |
+1
| New | +$88 | ﹤0.01% | 325 |
|
|
2022
Q2 | – | Hold |
0
| – | -$216K | – | 320 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$210 | – | 230 |
|
|
2021
Q4 | $210 | Buy |
+3
| New | +$210 | ﹤0.01% | 257 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 269 |
|