Baker Tilly Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Buy |
15,150
+1,041
| +7% | +$64.4K | 0.33% | 65 |
|
|
2025
Q1 | $739K | Buy |
14,109
+642
| +5% | +$33.6K | 0.29% | 89 |
|
|
2024
Q4 | $774K | Sell |
13,467
-359
| -3% | -$20.6K | 0.3% | 80 |
|
|
2024
Q3 | $735K | Sell |
13,826
-662
| -5% | -$35.2K | 0.33% | 77 |
|
|
2024
Q2 | $602K | Sell |
14,488
-23,448
| -62% | -$974K | 0.25% | 99 |
|
|
2024
Q1 | $1.59M | Sell |
37,936
-1,915
| -5% | -$80.2K | 0.29% | 81 |
|
|
2023
Q4 | $1.6M | Sell |
39,851
-8,586
| -18% | -$344K | 0.26% | 84 |
|
|
2023
Q3 | $1.51M | Sell |
48,437
-30,735
| -39% | -$961K | 0.25% | 86 |
|
|
2023
Q2 | $2.66M | Buy |
79,172
+8,365
| +12% | +$281K | 0.28% | 78 |
|
|
2023
Q1 | $2.31M | Sell |
70,807
-5,968
| -8% | -$194K | 0.26% | 86 |
|
|
2022
Q4 | $2.42M | Buy |
76,775
+18,379
| +31% | +$578K | 0.3% | 78 |
|
|
2022
Q3 | $1.93M | Sell |
58,396
-2,180
| -4% | -$72K | 0.26% | 85 |
|
|
2022
Q2 | $2.18M | Buy |
60,576
+953
| +2% | +$34.3K | 0.29% | 75 |
|
|
2022
Q1 | $2.73M | Buy |
59,623
+7,951
| +15% | +$364K | 0.3% | 71 |
|
|
2021
Q4 | $2.52M | Buy |
51,672
+3,331
| +7% | +$163K | 0.27% | 73 |
|
|
2021
Q3 | $2.09M | Buy |
48,341
+6,850
| +17% | +$296K | 0.28% | 72 |
|
|
2021
Q2 | $1.71M | Buy |
41,491
+1,782
| +4% | +$73.4K | 0.28% | 83 |
|
|
2021
Q1 | $1.42M | Buy |
39,709
+21,059
| +113% | +$753K | 0.29% | 83 |
|
|
2020
Q4 | $618K | Buy |
+18,650
| New | +$618K | 0.19% | 125 |
|