HB 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 | $5.72M | Sell |
92,547
-18,409
| -17% | -$1.14M | 0.05% | 204 |
|
|
2025
Q1 | $5.82M | Buy |
110,956
+86,208
| +348% | +$4.52M | 0.05% | 203 |
|
|
2024
Q4 | $1.42M | Buy |
24,748
+175
| +0.7% | +$10.1K | 0.01% | 351 |
|
|
2024
Q3 | $1.31M | Buy |
24,573
+2,288
| +10% | +$122K | 0.01% | 341 |
|
|
2024
Q2 | $926K | Buy |
22,285
+8,037
| +56% | +$334K | 0.01% | 379 |
|
|
2024
Q1 | $597K | Buy |
14,248
+88
| +0.6% | +$3.69K | 0.01% | 447 |
|
|
2023
Q4 | $568K | Sell |
14,160
-770
| -5% | -$30.9K | 0.01% | 422 |
|
|
2023
Q3 | $467K | Buy |
14,930
+3,154
| +27% | +$98.6K | 0.01% | 450 |
|
|
2023
Q2 | $396K | Buy |
11,776
+44
| +0.4% | +$1.48K | 0.01% | 475 |
|
|
2023
Q1 | $382K | Buy |
11,732
+145
| +1% | +$4.73K | 0.01% | 477 |
|
|
2022
Q4 | $365K | Sell |
11,587
-2,311
| -17% | -$72.7K | 0.01% | 480 |
|
|
2022
Q3 | $459K | Buy |
13,898
+927
| +7% | +$30.6K | 0.01% | 352 |
|
|
2022
Q2 | $466K | Buy |
12,971
+297
| +2% | +$10.7K | 0.01% | 355 |
|
|
2022
Q1 | $580K | Buy |
12,674
+669
| +6% | +$30.6K | 0.01% | 321 |
|
|
2021
Q4 | $586K | Buy |
+12,005
| New | +$586K | 0.01% | 292 |
|