Blue Zone Wealth Advisors’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 | $10.8M | Sell |
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|
2025
Q2 | $9.84M | Buy |
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|
2025
Q1 | $8.31M | Buy |
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|
2024
Q4 | $8.36M | Buy |
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|
2024
Q3 | $7.66M | Sell |
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|
2024
Q2 | $6.44M | Sell |
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|
2024
Q1 | $6.8M | Sell |
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|
2023
Q4 | $6.83M | Sell |
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|
2023
Q3 | $5.33M | Buy |
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|
2023
Q2 | $5.57M | Buy |
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|
2023
Q1 | $5.07M | Sell |
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|
2022
Q4 | $4.98M | Sell |
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|
2022
Q3 | $6.42M | Buy |
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|
2022
Q2 | $6.98M | Buy |
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|
2022
Q1 | $8.58M | Buy |
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|
2021
Q4 | $8.79M | Buy |
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|
2021
Q3 | $7.6M | Buy |
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|
2021
Q2 | $6.97M | Buy |
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|
2021
Q1 | $5.57M | Buy |
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|
2020
Q4 | $4.91M | Buy |
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|
2020
Q3 | $3.83M | Sell |
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|
2020
Q2 | $4M | Buy |
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