EP Wealth Advisors’s Brookfield BN Stock Holding History

EP Wealth Advisors’s Portfolio BN Stock Details BN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$273K	Buy
2025 Q1	–	Sell
2024 Q4	$305K	Buy
2022 Q3	–	Sell
2022 Q2	$431K	Buy
2022 Q1	$207K	Hold
2021 Q4	$221K	Buy
2021 Q3	–	Sell
2021 Q2	$201K	Buy