Marks Group Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$398K	Hold	10,064	–	–	0.04%	267
2025 Q4	$457K	Buy	10,064 +65	+0.7%	+$2.94K	0.04%	242
2025 Q3	$411K	Sell	9,999 -358	-3%	-$14.5K	0.04%	237
2025 Q2	$431K	Buy	10,357 +353	+4%	+$13.6K	0.04%	236
2025 Q1	$362K	Sell	10,004 -293	-3%	-$11.5K	0.03%	262
2024 Q4	$412K	Buy	10,297 +1,054	+11%	+$44.4K	0.04%	237
2024 Q3	$401K	Sell	9,243 -916	-9%	-$35.6K	0.04%	237
2024 Q2	$342K	Buy	10,159 +439	+5%	+$14.6K	0.04%	246
2024 Q1	$350K	Buy	9,720 +233	+2%	+$8.15K	0.04%	249
2023 Q4	$335K	Buy	9,487 +1,994	+27%	+$63.5K	0.04%	245
2023 Q3	$265K	Buy	7,493 +1,313	+21%	+$54.2K	0.03%	251
2023 Q2	$282K	Buy	6,180 +313	+5%	+$14.2K	0.03%	254
2023 Q1	$270K	Hold	5,867	–	–	0.03%	254
2022 Q4	$228K	Sell	5,867 -216	-4%	-$9.17K	0.03%	260
2022 Q3	$248K	Buy	6,083 +327	+6%	+$15K	0.04%	248
2022 Q2	$245K	Buy	5,756 +27	+0.5%	+$1.28K	0.04%	262
2022 Q1	$288K	Sell	5,729 -376	-6%	-$17.2K	0.04%	272
2021 Q4	$278K	Buy	6,105 +54	+0.9%	+$2.23K	0.03%	276
2021 Q3	$242K	Buy	6,051 +1,777	+42%	+$77.8K	0.03%	263
2021 Q2	$215K	Sell	4,274 -91	-2%	-$4.39K	0.03%	250
2021 Q1	$222K	Buy	+4,365	New	+$197K	0.03%	227