Herold 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
Q2 | $2.89M | Sell |
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|
2025
Q1 | $2.47M | Hold |
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|
2024
Q4 | $2.72M | Sell |
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|
2024
Q3 | $2.62M | Sell |
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|
2024
Q2 | $2.06M | Sell |
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|
2024
Q1 | $2.33M | Sell |
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|
2023
Q4 | $2.41M | Hold |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $2M | Hold |
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|
2023
Q1 | $1.93M | Sell |
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|
2022
Q4 | $1.86M | Sell |
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|
2022
Q3 | $2.43M | Hold |
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|
2022
Q2 | $2.64M | Sell |
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|
2022
Q1 | $3.43M | Hold |
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|
2021
Q4 | $3.66M | Hold |
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|
2021
Q3 | $3.25M | Buy |
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