Montag & Associates’s Brookfield BN Stock Holding History

Montag & Associates’s Portfolio BN Stock Details BN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$270K	Buy
2024 Q2	–	Sell
2024 Q1	$11K	Hold
2023 Q4	$10.5K	Hold
2023 Q3	$8.19K	Hold
2023 Q2	$8.82K	Buy
2023 Q1	$6.45K	Buy
2022 Q4	$5.66K	Buy