Empirical Wealth 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
Q3 | $659K | Buy |
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|
2025
Q2 | $228K | Sell |
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|
2025
Q1 | $240K | Hold |
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|
2024
Q4 | $263K | Hold |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $211K | Hold |
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|
2024
Q1 | $212K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $518K | Sell |
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|
2022
Q1 | $729K | Hold |
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|
2021
Q4 | $779K | Hold |
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|
2021
Q3 | $690K | Sell |
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|
2021
Q2 | $662K | Sell |
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|
2021
Q1 | $578K | Hold |
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|
2020
Q4 | $536K | Buy |
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|
2020
Q3 | $426K | Hold |
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|
2020
Q2 | $424K | Sell |
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|
2020
Q1 | $424K | Buy |
|