Guardian Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Buy |
61,288
+2,715
| +5% | +$168K | 2.52% | 13 |
|
|
2025
Q1 | $3.07M | Buy |
58,573
+2,229
| +4% | +$117K | 2.05% | 18 |
|
|
2024
Q4 | $3.24M | Sell |
56,344
-1,568
| -3% | -$90.1K | 2.21% | 13 |
|
|
2024
Q3 | $3.08M | Buy |
57,912
+564
| +1% | +$30K | 2.17% | 14 |
|
|
2024
Q2 | $2.38M | Sell |
57,348
-113
| -0.2% | -$4.69K | 1.82% | 19 |
|
|
2024
Q1 | $2.41M | Buy |
57,461
+155
| +0.3% | +$6.49K | 1.85% | 18 |
|
|
2023
Q4 | $2.3M | Buy |
57,306
+11
| +0% | +$441 | 1.94% | 18 |
|
|
2023
Q3 | $1.79M | Buy |
57,295
+877
| +2% | +$27.4K | 1.68% | 24 |
|
|
2023
Q2 | $1.9M | Buy |
56,418
+78
| +0.1% | +$2.63K | 1.73% | 25 |
|
|
2023
Q1 | $1.84M | Buy |
56,340
+3,725
| +7% | +$121K | 1.77% | 23 |
|
|
2022
Q4 | $1.66M | Sell |
52,615
-15,859
| -23% | -$499K | 1.63% | 23 |
|
|
2022
Q3 | $2.26M | Sell |
68,474
-51
| -0.1% | -$1.69K | 2.56% | 7 |
|
|
2022
Q2 | $2.46M | Buy |
68,525
+1,071
| +2% | +$38.5K | 2.65% | 4 |
|
|
2022
Q1 | $3.09M | Buy |
67,454
+388
| +0.6% | +$17.7K | 3.06% | 3 |
|
|
2021
Q4 | $3.27M | Buy |
+67,066
| New | +$3.27M | 3.15% | 2 |
|