Evercore 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
Q2 | $1.66M | Sell |
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|
2025
Q1 | $1.54M | Hold |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $1.61M | Hold |
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|
2024
Q2 | $1.26M | Hold |
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|
2024
Q1 | $1.27M | Hold |
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|
2023
Q4 | $1.22M | Hold |
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|
2023
Q3 | $950K | Hold |
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|
2023
Q2 | $1.02M | Hold |
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|
2023
Q1 | $990K | Hold |
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|
2022
Q4 | $955K | Buy |
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|
2022
Q3 | $796K | Hold |
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|
2022
Q2 | $865K | Hold |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $2.29M | Sell |
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|
2021
Q3 | $2.05M | Sell |
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|
2021
Q2 | $1.96M | Sell |
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|
2021
Q1 | $1.75M | Sell |
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|
2020
Q4 | $1.67M | Hold |
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|
2020
Q3 | $1.34M | Hold |
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|
2020
Q2 | $1.33M | Sell |
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|
2020
Q1 | $1.19M | Buy |
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|
2019
Q4 | $1.27M | Buy |
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|
2019
Q3 | $899K | Sell |
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|
2019
Q2 | $831K | Sell |
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|
2019
Q1 | $899K | Buy |
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|
2018
Q4 | $241K | Hold |
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|
2018
Q3 | $280K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $222K | Buy |
|
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|
2017
Q3 | $117K | Hold |
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|
2017
Q2 | $112K | Sell |
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|
2017
Q1 | $106K | Hold |
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|
2016
Q4 | $96K | Sell |
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|
2016
Q3 | $122K | Buy |
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|
2016
Q2 | $106K | Sell |
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|
2016
Q1 | $125K | Sell |
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|
2015
Q4 | $161K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $4K | Buy |
|