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
2025
Q2
$5.2M Sell
2025
Q1
$4.34M Sell
2024
Q4
$4.71M Sell
2024
Q3
$4.45M Buy
2024
Q2
$3.58M Sell
2024
Q1
$3.53M Buy
2023
Q4
$3.35M Sell
2023
Q3
$2.75M Buy
2023
Q2
$2.06M Sell
2023
Q1
$2.26M Sell
2022
Q4
$2.62M Sell
2022
Q3
$3.39M Buy
2022
Q2
$3.52M Hold
2022
Q1
$4.48M Buy
2021
Q4
$4.78M Buy