Laird Norton Wetherby Wealth Management’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 | $2.26M | Buy |
49,541
+552
| +1% | +$24.5K | 0.09% | 207 |
|
|
2025
Q2 | $2.02M | Buy |
+48,989
| New | +$1.82M | 0.09% | 223 |
|
|
2024
Q4 | $1.87M | Buy |
48,708
+115
| +0.2% | +$4.33K | 0.09% | 217 |
|
|
2024
Q3 | $1.72M | Buy |
48,593
+1,055
| +2% | +$33.3K | 0.08% | 244 |
|
|
2024
Q2 | $1.32M | Hold |
47,538
| – | – | 0.06% | 287 |
|
|
2024
Q1 | $1.33M | Sell |
47,538
-848
| -2% | -$22.9K | 0.06% | 293 |
|
|
2023
Q4 | $1.29M | Sell |
48,386
-1,431
| -3% | -$32.5K | 0.07% | 294 |
|
|
2023
Q3 | $1.04M | Buy |
49,817
+116
| +0.2% | +$2.61K | 0.06% | 325 |
|
|
2023
Q2 | $1.11M | Buy |
49,701
+693
| +1% | +$14.7K | 0.06% | 316 |
|
|
2023
Q1 | $1.06M | Buy |
49,008
+6,550
| +15% | +$148K | 0.06% | 322 |
|
|
2022
Q4 | $890K | Sell |
42,458
-6,052
| -12% | -$136K | 0.06% | 352 |
|
|
2022
Q3 | $1.07M | Buy |
48,510
+120
| +0.2% | +$3.11K | 0.08% | 274 |
|
|
2022
Q2 | $1.16M | Buy |
48,390
+47
| +0.1% | +$1.26K | 0.08% | 260 |
|
|
2022
Q1 | $1.47M | Buy |
48,343
+870
| +2% | +$26K | 0.08% | 228 |
|
|
2021
Q4 | $1.54M | Hold |
47,473
| – | – | 0.09% | 217 |
|
|
2021
Q3 | $1.37M | Buy |
47,473
+186
| +0.4% | +$5.43K | 0.09% | 221 |
|
|
2021
Q2 | $1.3M | Sell |
47,287
-331
| -0.7% | -$8.48K | 0.08% | 236 |
|
|
2021
Q1 | $1.13M | Buy |
47,618
+308
| +0.7% | +$6.87K | 0.09% | 230 |
|
|
2020
Q4 | $1.04M | Buy |
47,310
+1,108
| +2% | +$22.2K | 0.07% | 258 |
|
|
2020
Q3 | $818K | Buy |
46,202
+5,605
| +14% | +$100K | 0.07% | 262 |
|
|
2020
Q2 | $715K | Sell |
40,597
-3
| -0% | -$53 | 0.07% | 281 |
|
|
2020
Q1 | $641K | Sell |
40,600
-3,563
| -8% | -$73.3K | 0.07% | 268 |
|
|
2019
Q4 | $910K | Buy |
44,163
+3,223
| +8% | +$64.3K | 0.09% | 233 |
|
|
2019
Q3 | $775K | Buy |
40,940
+5,281
| +15% | +$95.6K | 0.08% | 269 |
|
|
2019
Q2 | $608K | Buy |
35,659
+1,810
| +5% | +$30.6K | 0.07% | 333 |
|
|
2019
Q1 | $563K | Sell |
33,849
-400
| -1% | -$6.23K | 0.07% | 337 |
|
|
2018
Q4 | $469K | Hold |
34,249
| – | – | 0.07% | 348 |
|
|
2018
Q3 | $544K | Buy |
34,249
+981
| +3% | +$14.9K | 0.07% | 333 |
|
|
2018
Q2 | $481K | Buy |
33,268
+42
| +0.1% | +$600 | 0.07% | 347 |
|
|
2018
Q1 | $462K | Buy |
33,226
+3,694
| +13% | +$53.5K | 0.06% | 367 |
|
|
2017
Q4 | $459K | Buy |
29,532
+64
| +0.2% | +$967 | 0.06% | 370 |
|
|
2017
Q3 | $434K | Sell |
29,468
-6
| -0% | -$84 | 0.06% | 366 |
|
|
2017
Q2 | $412K | Sell |
29,474
-10,103
| -26% | -$136K | 0.07% | 350 |
|
|
2017
Q1 | $515K | Sell |
39,577
-26,828
| -40% | -$340K | 0.09% | 280 |
|
|
2016
Q4 | $782K | Hold |
66,405
| – | – | 0.15% | 152 |
|
|
2016
Q3 | $833K | Sell |
66,405
-1,096
| -2% | -$13.4K | 0.17% | 142 |
|
|
2016
Q2 | $796K | Sell |
67,501
-5,283
| -7% | -$63.2K | 0.18% | 127 |
|
|
2016
Q1 | $889K | Buy |
72,784
+13,762
| +23% | +$148K | 0.21% | 105 |
|
|
2015
Q4 | $654K | Sell |
59,022
-7,184
| -11% | -$84.3K | 0.16% | 148 |
|
|
2015
Q3 | $731K | Sell |
66,206
-1,259
| -2% | -$14.7K | 0.19% | 116 |
|
|
2015
Q2 | $828K | Buy |
67,465
+2,545
| +4% | +$32.4K | 0.2% | 108 |
|
|
2015
Q1 | $815K | Buy |
64,920
+764
| +1% | +$9.47K | 0.2% | 109 |
|
|
2014
Q4 | $753K | Buy |
64,156
+2,200
| +4% | +$24.7K | 0.19% | 117 |
|
|
2014
Q3 | $652K | Buy |
61,956
+3,272
| +6% | +$35.2K | 0.18% | 133 |
|
|
2014
Q2 | $605K | Buy |
58,684
+2,024
| +4% | +$20.2K | 0.17% | 147 |
|
|
2014
Q1 | $542K | Buy |
56,660
+385
| +0.7% | +$3.51K | 0.16% | 169 |
|
|
2013
Q4 | $512K | Buy |
56,275
+10,879
| +24% | +$99K | 0.15% | 169 |
|
|
2013
Q3 | $397K | Buy |
45,396
+2,657
| +6% | +$22.7K | 0.12% | 207 |
|
|
2013
Q2 | $360K | Buy |
+42,739
| New | +$366K | 0.13% | 190 |
|
Other funds holding BN
PVI
PSCM
BC
