Corient Private Wealth’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
$239M Buy
2025
Q2
$200M Buy
2025
Q1
$165M Sell
2024
Q4
$191M Buy
2024
Q3
$176M Buy
2024
Q2
$133M Buy
2024
Q1
$133M Buy
2023
Q4
$120M Sell
2023
Q3
$96.1M Buy
2023
Q2
$102M Buy
2023
Q1
$52.8M Buy
2022
Q4
$3.16M Buy