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
Q2 | $2.02M | Buy |
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|
2024
Q4 | $1.87M | Buy |
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|
2024
Q3 | $1.72M | Buy |
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|
2024
Q2 | $1.32M | Hold |
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|
2024
Q1 | $1.33M | Sell |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.04M | Buy |
|
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $1.06M | Buy |
|
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|
2022
Q4 | $890K | Sell |
|
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $1.54M | Hold |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.3M | Sell |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $818K | Buy |
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|
2020
Q2 | $715K | Sell |
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|
2020
Q1 | $641K | Sell |
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|
2019
Q4 | $910K | Buy |
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|
2019
Q3 | $775K | Buy |
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|
2019
Q2 | $608K | Buy |
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|
2019
Q1 | $563K | Sell |
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|
2018
Q4 | $469K | Hold |
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|
2018
Q3 | $544K | Buy |
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|
2018
Q2 | $481K | Buy |
|
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|
2018
Q1 | $462K | Buy |
|
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|
2017
Q4 | $459K | Buy |
|
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|
2017
Q3 | $434K | Sell |
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|
2017
Q2 | $412K | Sell |
|
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|
2017
Q1 | $515K | Sell |
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|
2016
Q4 | $782K | Hold |
|
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|
2016
Q3 | $833K | Sell |
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|
2016
Q2 | $796K | Sell |
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|
2016
Q1 | $889K | Buy |
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|
2015
Q4 | $654K | Sell |
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|
2015
Q3 | $731K | Sell |
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|
2015
Q2 | $828K | Buy |
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|
2015
Q1 | $815K | Buy |
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|
2014
Q4 | $753K | Buy |
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|
2014
Q3 | $652K | Buy |
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|
2014
Q2 | $605K | Buy |
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|
2014
Q1 | $542K | Buy |
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|
2013
Q4 | $512K | Buy |
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|
2013
Q3 | $397K | Buy |
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|
2013
Q2 | $360K | Buy |
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