Fayez Sarofim & Co’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,262
| Closed | -$1.16M | – | 312 |
|
|
2024
Q4 | $1.16M | Buy |
+20,262
| New | +$1.16M | ﹤0.01% | 177 |
|
|
2022
Q2 | – | Sell |
-5,167
| Closed | -$236K | – | 295 |
|
|
2022
Q1 | $236K | Hold |
5,167
| – | – | ﹤0.01% | 308 |
|
|
2021
Q4 | $252K | Hold |
5,167
| – | – | ﹤0.01% | 316 |
|
|
2021
Q3 | $224K | Hold |
5,167
| – | – | ﹤0.01% | 299 |
|
|
2021
Q2 | $213K | Buy |
+5,167
| New | +$213K | ﹤0.01% | 312 |
|