Heritage Wealth Advisors’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 | $74.9M | Sell |
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|
2025
Q2 | $67.9M | Buy |
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|
2025
Q1 | $57.4M | Buy |
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|
2024
Q4 | $61.6M | Sell |
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|
2024
Q3 | $62M | Buy |
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|
2024
Q2 | $47.8M | Buy |
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|
2024
Q1 | $46.4M | Buy |
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|
2023
Q4 | $42.6M | Buy |
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|
2023
Q3 | $30.3M | Buy |
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|
2023
Q2 | $30.1M | Buy |
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|
2023
Q1 | $27.8M | Buy |
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|
2022
Q4 | $23.7M | Sell |
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|
2022
Q3 | $28.7M | Buy |
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|
2022
Q2 | $29.3M | Buy |
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|
2022
Q1 | $27.9M | Buy |
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|
2021
Q4 | $27.8M | Buy |
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|
2021
Q3 | $23.4M | Buy |
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|
2021
Q2 | $21.2M | Buy |
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|
2021
Q1 | $17.4M | Buy |
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|
2020
Q4 | $13.1M | Buy |
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|
2020
Q3 | $10M | Buy |
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|
2020
Q2 | $9.73M | Buy |
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|
2020
Q1 | $4.09M | Buy |
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|
2019
Q4 | $1.66M | Buy |
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|
2019
Q3 | $1.47M | Hold |
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|
2019
Q2 | $1.32M | Buy |
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|
2019
Q1 | $1.05M | Hold |
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|
2018
Q4 | $867K | Sell |
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|
2018
Q3 | $1.06M | Buy |
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|
2018
Q2 | $906K | Buy |
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|
2018
Q1 | $800K | Buy |
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|
2017
Q4 | $750K | Buy |
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|
2017
Q3 | $296K | Sell |
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|
2017
Q2 | $284K | Sell |
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|
2017
Q1 | $270K | Sell |
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|
2016
Q4 | $251K | Sell |
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|
2016
Q3 | $288K | Hold |
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|
2016
Q2 | $271K | Buy |
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|
2016
Q1 | $267K | Hold |
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|
2015
Q4 | $243K | Buy |
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|
2015
Q3 | $210K | Hold |
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|
2015
Q2 | $234K | Hold |
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|
2015
Q1 | $239K | Hold |
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|
2014
Q4 | $224K | Hold |
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|
2014
Q3 | $201K | Buy |
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