Bridges Investment 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 | $1.73M | Sell |
27,965
-217
| -0.8% | -$13.4K | 0.02% | 187 |
|
|
2025
Q1 | $1.48M | Buy |
28,182
+2,475
| +10% | +$130K | 0.02% | 193 |
|
|
2024
Q4 | $1.48M | Sell |
25,707
-6,910
| -21% | -$397K | 0.02% | 169 |
|
|
2024
Q3 | $1.73M | Sell |
32,617
-3,783
| -10% | -$201K | 0.02% | 157 |
|
|
2024
Q2 | $1.51M | Buy |
+36,400
| New | +$1.51M | 0.02% | 154 |
|
|
2019
Q4 | – | Sell |
-49,216
| Closed | -$1.4M | – | 287 |
|
|
2019
Q3 | $1.4M | Buy |
49,216
+4,989
| +11% | +$142K | 0.05% | 167 |
|
|
2019
Q2 | $1.13M | Buy |
44,227
+9,342
| +27% | +$239K | 0.04% | 183 |
|
|
2019
Q1 | $871K | Buy |
34,885
+935
| +3% | +$23.3K | 0.04% | 206 |
|
|
2018
Q4 | $696K | Buy |
33,950
+10,276
| +43% | +$211K | 0.03% | 217 |
|
|
2018
Q3 | $564K | Hold |
23,674
| – | – | 0.03% | 193 |
|
|
2018
Q2 | $513K | Hold |
23,674
| – | – | 0.02% | 197 |
|
|
2018
Q1 | $494K | Sell |
23,674
-4,540
| -16% | -$94.7K | 0.02% | 196 |
|
|
2017
Q4 | $657K | Buy |
+28,214
| New | +$657K | 0.05% | 132 |
|