Loring Wolcott & Coolidge Fiduciary Advisors’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 | $798K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $25.5K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Hold |
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|
2021
Q4 | $223K | Sell |
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|
2021
Q3 | $203K | Hold |
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|
2021
Q2 | $194K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $106K | Hold |
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|
2019
Q2 | $96K | Hold |
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|
2019
Q1 | $93K | Sell |
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|
2018
Q4 | $134K | Sell |
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|
2018
Q3 | $814K | Sell |
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|
2018
Q2 | $781K | Sell |
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|
2018
Q1 | $757K | Hold |
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|
2017
Q4 | $845K | Sell |
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|
2017
Q3 | $878K | Hold |
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|
2017
Q2 | $827K | Hold |
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|
2017
Q1 | $775K | Hold |
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|
2016
Q4 | $702K | Buy |
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|
2016
Q3 | $625K | Buy |
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|
2016
Q2 | $401K | Sell |
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|
2016
Q1 | $405K | Hold |
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|
2015
Q4 | $367K | Hold |
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|
2015
Q3 | $407K | Hold |
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|
2015
Q2 | $407K | Hold |
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|
2015
Q1 | $416K | Hold |
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|
2014
Q4 | $389K | Hold |
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|
2014
Q3 | $349K | Hold |
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|
2014
Q2 | $342K | Buy |
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