Focus Partners Wealth’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.9M | Buy |
1,017,483
+199,743
| +24% | +$12.4M | 0.14% | 151 |
|
|
2025
Q1 | $42.9M | Buy |
817,740
+56,267
| +7% | +$2.95M | 0.11% | 186 |
|
|
2024
Q4 | $43.7M | Buy |
761,473
+607,143
| +393% | +$34.9M | 0.11% | 177 |
|
|
2024
Q3 | $8.42M | Sell |
154,330
-642,393
| -81% | -$35.1M | 0.03% | 441 |
|
|
2024
Q2 | $33.1M | Buy |
796,723
+624,780
| +363% | +$26M | 0.11% | 182 |
|
|
2024
Q1 | $7.2M | Buy |
171,943
+42,066
| +32% | +$1.76M | 0.06% | 256 |
|
|
2023
Q4 | $5.21M | Buy |
+129,877
| New | +$5.21M | 0.07% | 227 |
|