XWM
Xcel Wealth Management’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Hold |
6,834
| – | – | 0.22% | 75 |
|
|
2025
Q1 | $850K | Buy |
6,834
+550
| +9% | +$68.4K | 0.26% | 70 |
|
|
2024
Q4 | $641K | Hold |
6,284
| – | – | 0.18% | 78 |
|
|
2024
Q3 | $651K | Hold |
6,284
| – | – | 0.19% | 74 |
|
|
2024
Q2 | $562K | Sell |
6,284
-105
| -2% | -$9.39K | 0.18% | 75 |
|
|
2024
Q1 | $559K | Hold |
6,389
| – | – | 0.17% | 78 |
|
|
2023
Q4 | $454K | Buy |
6,389
+200
| +3% | +$14.2K | 0.16% | 80 |
|
|
2023
Q3 | $432K | Sell |
6,189
-409
| -6% | -$28.6K | 0.17% | 81 |
|
|
2023
Q2 | $454K | Hold |
6,598
| – | – | 0.14% | 93 |
|
|
2023
Q1 | $379K | Hold |
6,598
| – | – | 0.13% | 99 |
|
|
2022
Q4 | $376K | Buy |
6,598
+151
| +2% | +$8.6K | 0.15% | 91 |
|
|
2022
Q3 | $390K | Hold |
6,447
| – | – | 0.15% | 90 |
|
|
2022
Q2 | $376K | Buy |
6,447
+300
| +5% | +$17.5K | 0.14% | 90 |
|
|
2022
Q1 | $444K | Sell |
6,147
-80
| -1% | -$5.78K | 0.12% | 99 |
|
|
2021
Q4 | $438K | Buy |
6,227
+200
| +3% | +$14.1K | 0.11% | 110 |
|
|
2021
Q3 | $334K | Buy |
6,027
+88
| +1% | +$4.88K | 0.1% | 115 |
|
|
2021
Q2 | $316K | Buy |
5,939
+1,203
| +25% | +$64K | 0.1% | 118 |
|
|
2021
Q1 | $216K | Hold |
4,736
| – | – | 0.08% | 121 |
|
|
2020
Q4 | $224K | Hold |
4,736
| – | – | 0.1% | 113 |
|
|
2020
Q3 | $214K | Buy |
+4,736
| New | +$214K | 0.11% | 102 |
|