Duncan Williams Asset Management’s Brookfield BN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
2025
Q1
$750K Buy
2024
Q4
$749K Sell
2024
Q3
$709K Buy
2024
Q2
$530K Buy
2024
Q1
$465K Buy