J.V. Bruni & Co’s Brookfield Wealth Solutions Ltd. BNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$466K Sell
7,550
-1,809
-19% -$112K 0.05% 32
2025
Q1
$488K Sell
9,359
-1,082
-10% -$56.5K 0.06% 31
2024
Q4
$600K Sell
10,441
-152
-1% -$8.73K 0.07% 31
2024
Q3
$563K Sell
10,593
-76
-0.7% -$4.04K 0.06% 30
2024
Q2
$444K Sell
10,669
-52
-0.5% -$2.16K 0.06% 29
2024
Q1
$448K Sell
10,721
-176
-2% -$7.35K 0.05% 28
2023
Q4
$440K Sell
10,897
-43
-0.4% -$1.74K 0.05% 29
2023
Q3
$344K Sell
10,940
-55
-0.5% -$1.73K 0.05% 31
2023
Q2
$372K Sell
10,995
-64
-0.6% -$2.17K 0.05% 31
2023
Q1
$365K Sell
11,059
-41
-0.4% -$1.35K 0.05% 31
2022
Q4
$347K Sell
11,100
-14
-0.1% -$438 0.05% 32
2022
Q3
$455K Buy
11,114
+902
+9% +$36.9K 0.07% 32
2022
Q2
$455K Sell
10,212
-29
-0.3% -$1.29K 0.07% 32
2022
Q1
$586K Sell
10,241
-27
-0.3% -$1.55K 0.07% 33
2021
Q4
$643K Sell
10,268
-5
-0% -$313 0.08% 33
2021
Q3
$571K Sell
10,273
-52
-0.5% -$2.89K 0.07% 33
2021
Q2
$537K Buy
+10,325
New +$537K 0.07% 34