ZWJ Investment Counsel’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-14,055
| Closed | -$642K | – | 167 |
|
|
2021
Q1 | $642K | Buy |
+14,055
| New | +$642K | 0.04% | 114 |
|
|
2019
Q1 | – | Sell |
-14,323
| Closed | -$395K | – | 154 |
|
|
2018
Q4 | $395K | Buy |
+14,323
| New | +$395K | 0.04% | 117 |
|
|
2017
Q4 | – | Sell |
-15,106
| Closed | -$364K | – | 293 |
|
|
2017
Q3 | $364K | Hold |
15,106
| – | – | 0.03% | 193 |
|
|
2017
Q2 | $325K | Hold |
15,106
| – | – | 0.03% | 223 |
|
|
2017
Q1 | $315K | Buy |
+15,106
| New | +$315K | 0.03% | 239 |
|