Congress 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 | $1.62M | Buy |
26,216
+9,452
| +56% | +$585K | 0.02% | 595 |
|
|
2025
Q1 | $880K | Buy |
16,764
+446
| +3% | +$23.4K | 0.01% | 664 |
|
|
2024
Q4 | $937K | Sell |
16,318
-5,400
| -25% | -$310K | 0.01% | 530 |
|
|
2024
Q3 | $1.15M | Buy |
21,718
+16,318
| +302% | +$867K | 0.02% | 498 |
|
|
2024
Q2 | $224K | Buy |
+5,400
| New | +$224K | ﹤0.01% | 677 |
|