Xcel Wealth Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Hold |
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|
2025
Q1 | $850K | Buy |
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|
2024
Q4 | $641K | Hold |
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|
2024
Q3 | $651K | Hold |
|
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|
2024
Q2 | $562K | Sell |
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|
2024
Q1 | $559K | Hold |
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|
2023
Q4 | $454K | Buy |
|
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|
2023
Q3 | $432K | Sell |
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|
2023
Q2 | $454K | Hold |
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|
2023
Q1 | $379K | Hold |
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|
2022
Q4 | $376K | Buy |
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|
2022
Q3 | $390K | Hold |
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|
2022
Q2 | $376K | Buy |
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|
2022
Q1 | $444K | Sell |
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|
2021
Q4 | $438K | Buy |
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|
2021
Q3 | $334K | Buy |
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|
2021
Q2 | $316K | Buy |
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|
2021
Q1 | $216K | Hold |
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|
2020
Q4 | $224K | Hold |
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|
2020
Q3 | $214K | Buy |
|