WFG Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $35K | Buy |
1,644
+716
| +77% | +$15.2K | 0.01% | 792 |
|
|
2017
Q1 | $19K | Sell |
928
-314
| -25% | -$6.43K | 0.01% | 891 |
|
|
2016
Q4 | $28K | Buy |
1,242
+136
| +12% | +$3.07K | 0.01% | 858 |
|
|
2016
Q3 | $21K | Buy |
1,106
+2
| +0.2% | +$38 | 0.01% | 931 |
|
|
2016
Q2 | $21K | Buy |
1,104
+4
| +0.4% | +$76 | 0.01% | 899 |
|
|
2016
Q1 | $20K | Sell |
1,100
-300
| -21% | -$5.46K | 0.01% | 887 |
|
|
2015
Q4 | $22K | Buy |
1,400
+6
| +0.4% | +$94 | 0.01% | 867 |
|
|
2015
Q3 | $22K | Buy |
1,394
+4
| +0.3% | +$63 | 0.01% | 855 |
|
|
2015
Q2 | $23K | Sell |
1,390
-300
| -18% | -$4.96K | 0.01% | 933 |
|
|
2015
Q1 | $28K | Sell |
1,690
-100
| -6% | -$1.66K | 0.01% | 900 |
|
|
2014
Q4 | $29K | Sell |
1,790
-342
| -16% | -$5.54K | 0.01% | 1089 |
|
|
2014
Q3 | $34K | Buy |
2,132
+156
| +8% | +$2.49K | 0.01% | 1047 |
|
|
2014
Q2 | $30K | Sell |
1,976
-592
| -23% | -$8.99K | 0.01% | 1105 |
|
|
2014
Q1 | $39K | Buy |
2,568
+8
| +0.3% | +$121 | 0.01% | 1003 |
|
|
2013
Q4 | $40K | Buy |
2,560
+340
| +15% | +$5.31K | 0.01% | 1084 |
|
|
2013
Q3 | $36K | Buy |
2,220
+748
| +51% | +$12.1K | 0.01% | 1049 |
|
|
2013
Q2 | $24K | Buy |
+1,472
| New | +$24K | ﹤0.01% | 1139 |
|