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Whipplewood Advisors’s Brown & Brown BRO Stock Holding History

Whipplewood Advisors’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11.9K Sell
107
-88
-45% -$9.76K 0.01% 539
2025
Q1 		$13.3K Buy
195
+88
+82% +$6.01K 0.01% 517
2024
Q4 		$10.9K Buy
+107
New +$10.9K 0.01% 545