Needham Investment 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 | $2.86M | Hold |
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|
2025
Q1 | $2.42M | Hold |
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|
2024
Q4 | $2.66M | Hold |
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|
2024
Q3 | $2.46M | Hold |
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|
2024
Q2 | $1.93M | Hold |
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|
2024
Q1 | $1.94M | Hold |
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|
2023
Q4 | $1.86M | Hold |
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|
2023
Q3 | $1.45M | Hold |
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|
2023
Q2 | $1.56M | Hold |
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|
2023
Q1 | $1.51M | Hold |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.89M | Hold |
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|
2022
Q2 | $2.06M | Hold |
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|
2022
Q1 | $2.62M | Hold |
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|
2021
Q4 | $2.8M | Hold |
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|
2021
Q3 | $2.48M | Hold |
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|
2021
Q2 | $2.36M | Sell |
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|
2021
Q1 | $2.06M | Hold |
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|
2020
Q4 | $1.91M | Hold |
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|
2020
Q3 | $1.53M | Sell |
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|
2020
Q2 | $1.83M | Sell |
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|
2020
Q1 | $1.09M | Hold |
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|
2019
Q4 | $2.14M | Hold |
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|
2019
Q3 | $1.97M | Buy |
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