Baker Tilly Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $999K | Sell |
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|
2025
Q2 | $937K | Buy |
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|
2025
Q1 | $739K | Buy |
|
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|
2024
Q4 | $774K | Sell |
|
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|
2024
Q3 | $735K | Sell |
|
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|
2024
Q2 | $602K | Sell |
|
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|
2024
Q1 | $1.59M | Sell |
|
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|
2023
Q4 | $1.6M | Sell |
|
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $2.66M | Buy |
|
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|
2023
Q1 | $2.31M | Sell |
|
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|
2022
Q4 | $2.42M | Buy |
|
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|
2022
Q3 | $1.93M | Sell |
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|
2022
Q2 | $2.18M | Buy |
|
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $2.52M | Buy |
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|
2021
Q3 | $2.09M | Buy |
|
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|
2021
Q2 | $1.71M | Buy |
|
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|
2021
Q1 | $1.42M | Buy |
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|
2020
Q4 | $618K | Buy |
|