WR Wealth Planners’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.4K | Hold |
161
| – | – | 0.01% | 513 |
|
|
2024
Q3 | $16.7K | Buy |
161
+10
| +7% | +$1.04K | ﹤0.01% | 538 |
|
|
2024
Q2 | $13.5K | Hold |
151
| – | – | ﹤0.01% | 527 |
|
|
2024
Q1 | $13.2K | Buy |
+151
| New | +$13.2K | ﹤0.01% | 538 |
|
|
2023
Q4 | – | Sell |
-157
| Closed | -$11K | – | 258 |
|
|
2023
Q3 | $11K | Hold |
157
| – | – | ﹤0.01% | 537 |
|
|
2023
Q2 | $10.8K | Sell |
157
-17
| -10% | -$1.17K | ﹤0.01% | 536 |
|
|
2023
Q1 | $9.99K | Buy |
+174
| New | +$9.99K | ﹤0.01% | 555 |
|