Caldwell Investment Management’s Brookfield Business Partners BBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-78,700
| Closed | -$1.73M | – | 35 |
|
|
2024
Q4 | $1.73M | Buy |
+78,700
| New | +$1.73M | 1.17% | 18 |
|
|
2022
Q3 | – | Sell |
-45,200
| Closed | -$1.23M | – | 28 |
|
|
2022
Q2 | $1.23M | Hold |
45,200
| – | – | 1.24% | 18 |
|
|
2022
Q1 | $1.39M | Sell |
45,200
-25,222
| -36% | -$776K | 1.1% | 21 |
|
|
2021
Q4 | $2.09M | Buy |
+70,422
| New | +$2.09M | 1.63% | 13 |
|