Mar Vista Investment 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
Q3
Sell
2025
Q2
$7.95M Buy
2025
Q1
$6.47M Sell
2024
Q4
$7.1M Buy
2024
Q3
$3.87M Buy
2024
Q2
$2.83M Hold
2024
Q1
$2.85M Hold
2023
Q4
$2.74M Buy
2023
Q3
$1.98M Hold
2023
Q2
$2.13M Hold
2023
Q1
$2.06M Buy
2022
Q4
$1.93M Sell
2022
Q3
$2.33M Sell
2022
Q2
$2.57M Buy
2022
Q1
$3.27M Buy
2021
Q4
$2.94M Sell
2021
Q3
$2.61M Sell
2021
Q2
$2.62M Sell
2021
Q1
$2.29M Buy
2020
Q4
$2.12M Hold
2020
Q3
$1.7M Buy
2020
Q2
$1.67M Buy
2020
Q1
$30K Buy