Douglass Winthrop Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
4,299
| – | – | ﹤0.01% | 252 |
|
|
2025
Q1 | $225K | Sell |
4,299
-6,425
| -60% | -$336K | ﹤0.01% | 266 |
|
|
2024
Q4 | $616K | Buy |
10,724
+6,425
| +149% | +$369K | 0.01% | 180 |
|
|
2024
Q3 | $229K | Buy |
+4,299
| New | +$229K | ﹤0.01% | 272 |
|
|
2022
Q3 | – | Sell |
-5,689
| Closed | -$205K | – | 244 |
|
|
2022
Q2 | $205K | Buy |
+5,689
| New | +$205K | 0.01% | 243 |
|