Crestwood Advisors Group’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
$1.11M Hold
2025
Q2
$999K Buy
2022
Q4
Sell
2022
Q3
$271K Hold
2022
Q2
$294K Sell
2022
Q1
$387K Sell
2021
Q4
$678K Buy