Kathleen S. Wright Associates’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 | $5.58M | Sell |
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|
2025
Q2 | $5.2M | Sell |
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|
2025
Q1 | $4.34M | Sell |
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|
2024
Q4 | $4.71M | Sell |
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|
2024
Q3 | $4.45M | Buy |
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|
2024
Q2 | $3.58M | Sell |
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|
2024
Q1 | $3.53M | Buy |
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|
2023
Q4 | $3.35M | Sell |
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|
2023
Q3 | $2.75M | Buy |
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|
2023
Q2 | $2.06M | Sell |
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|
2023
Q1 | $2.26M | Sell |
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|
2022
Q4 | $2.62M | Sell |
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|
2022
Q3 | $3.39M | Buy |
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|
2022
Q2 | $3.52M | Hold |
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|
2022
Q1 | $4.48M | Buy |
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|
2021
Q4 | $4.78M | Buy |
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