Needham Investment Management’s Brookfield Wealth Solutions Ltd. BNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,000
| Closed | -$417K | – | 154 |
|
|
2025
Q1 | $417K | Hold |
8,000
| – | – | 0.04% | 143 |
|
|
2024
Q4 | $460K | Hold |
8,000
| – | – | 0.04% | 142 |
|
|
2024
Q3 | $425K | Hold |
8,000
| – | – | 0.03% | 138 |
|
|
2024
Q2 | $333K | Hold |
8,000
| – | – | 0.03% | 139 |
|
|
2024
Q1 | $334K | Hold |
8,000
| – | – | 0.03% | 130 |
|
|
2023
Q4 | $323K | Buy |
+8,000
| New | +$323K | 0.04% | 127 |
|