Kovitz Investment Group Partners’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.91M | Buy |
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|
2025
Q1 | $4.81M | Buy |
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|
2024
Q4 | $3.59M | Sell |
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|
2024
Q3 | $3.39M | Sell |
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|
2024
Q2 | $2.8M | Sell |
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|
2024
Q1 | $3.25M | Sell |
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|
2023
Q4 | $3.67M | Sell |
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|
2023
Q3 | $3.07M | Sell |
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|
2023
Q2 | $3.64M | Sell |
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|
2023
Q1 | $4.86M | Sell |
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|
2022
Q4 | $4.93M | Buy |
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|
2022
Q3 | $5.1M | Buy |
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|
2022
Q2 | $5.53M | Buy |
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|
2022
Q1 | $6.42M | Sell |
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|
2021
Q4 | $5.45M | Sell |
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|
2021
Q3 | $7.21M | Sell |
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|
2021
Q2 | $8.01M | Buy |
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|
2021
Q1 | $6M | Buy |
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|
2020
Q4 | $5.43M | Sell |
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|
2020
Q3 | $4.83M | Sell |
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|
2020
Q2 | $4.93M | Buy |
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|
2020
Q1 | $4.4M | Buy |
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|
2019
Q4 | $5.4M | Buy |
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|
2019
Q3 | $4.94M | Sell |
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|
2019
Q2 | $4.91M | Sell |
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|
2019
Q1 | $4.99M | Buy |
|