HB Wealth 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 | $7.07M | Buy |
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|
2025
Q2 | $5.72M | Sell |
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|
2025
Q1 | $5.82M | Buy |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $1.31M | Buy |
|
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|
2024
Q2 | $926K | Buy |
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|
2024
Q1 | $597K | Buy |
|
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|
2023
Q4 | $568K | Sell |
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|
2023
Q3 | $467K | Buy |
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|
2023
Q2 | $396K | Buy |
|
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|
2023
Q1 | $382K | Buy |
|
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|
2022
Q4 | $365K | Sell |
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|
2022
Q3 | $459K | Buy |
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|
2022
Q2 | $466K | Buy |
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|
2022
Q1 | $580K | Buy |
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|
2021
Q4 | $586K | Buy |
|