JPWM
BBU

Jamison Private Wealth Management’s Brookfield Business Partners BBU Stock Holding History

Jamison Private Wealth Management’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,299
Closed -$100K – 224
2024
Q3 		$100K Hold
4,299
– – 0.02% 226
2024
Q2 		$81K Hold
4,299
– – 0.01% 225
2024
Q1 		$95K Hold
4,299
– – 0.02% 218
2023
Q4 		$88.5K Hold
4,299
– – 0.02% 208
2023
Q3 		$65.3K Buy
+4,299
New +$65.3K 0.01% 215