Haverford Trust Company’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
$295K Hold
2025
Q2
$266K Sell
2025
Q1
$230K Buy
2024
Q4
$247K Buy
2024
Q3
$219K Buy