Forum Financial 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 | $429K | Buy |
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|
2025
Q2 | $276K | Hold |
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|
2025
Q1 | $234K | Sell |
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|
2024
Q4 | $305K | Hold |
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|
2024
Q3 | $282K | Hold |
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|
2024
Q2 | $221K | Sell |
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|
2024
Q1 | $294K | Buy |
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|
2023
Q4 | $213K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $227K | Hold |
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|
2022
Q2 | $247K | Buy |
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|
2022
Q1 | $303K | Buy |
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|
2021
Q4 | $317K | Buy |
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