Y-Intercept (HK)’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,965
| Closed | -$1.25M | – | 1333 |
|
|
2024
Q2 | $1.25M | Buy |
+13,965
| New | +$1.25M | 0.07% | 403 |
|
|
2023
Q2 | – | Sell |
-23,698
| Closed | -$1.36M | – | 1287 |
|
|
2023
Q1 | $1.36M | Buy |
23,698
+15,085
| +175% | +$866K | 0.16% | 180 |
|
|
2022
Q4 | $491K | Buy |
8,613
+4,812
| +127% | +$274K | 0.07% | 441 |
|
|
2022
Q3 | $230K | Buy |
+3,801
| New | +$230K | 0.02% | 777 |
|
|
2021
Q1 | – | Sell |
-4,648
| Closed | -$215K | – | 633 |
|
|
2020
Q4 | $215K | Buy |
+4,648
| New | +$215K | 0.09% | 434 |
|