J. Safra Sarasin Holding’s Brookfield BN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
+3,511
New +$217K ﹤0.01% 476
2025
Q1
Sell
-46,751
Closed -$2.69M 486
2024
Q4
$2.69M Sell
46,751
-12,865
-22% -$739K 0.05% 189
2024
Q3
$3.17M Sell
59,616
-1,867
-3% -$99.3K 0.06% 166
2024
Q2
$2.56M Buy
+61,483
New +$2.56M 0.05% 203