Joel Isaacson & Co’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 | $331K | Buy |
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|
2025
Q2 | $286K | Hold |
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|
2025
Q1 | $242K | Sell |
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|
2024
Q4 | $323K | Buy |
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|
2024
Q3 | $284K | Hold |
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|
2024
Q2 | $222K | Hold |
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|
2024
Q1 | $224K | Hold |
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|
2023
Q4 | $214K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $201K | Sell |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q3 | $247K | Hold |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | $240K | Hold |
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|
2021
Q4 | $270K | Sell |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $228K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $123K | Buy |
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|
2016
Q3 | $107K | Hold |
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|
2016
Q2 | $100K | Sell |
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|
2016
Q1 | $106K | Hold |
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|
2015
Q4 | $96K | Hold |
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|
2015
Q3 | $95K | Sell |
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|
2015
Q2 | $122K | Sell |
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|
2015
Q1 | $125K | Hold |
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|
2014
Q4 | $117K | Hold |
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|
2014
Q3 | $105K | Hold |
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|
2014
Q2 | $102K | Buy |
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|
2014
Q1 | $83K | Hold |
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|
2013
Q4 | $79K | Hold |
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|
2013
Q3 | $76K | Hold |
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|
2013
Q2 | $73K | Buy |
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