Northwestern Mutual Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
199,655
+8,220
| +4% | +$508K | 0.01% | 475 |
|
|
2025
Q1 | $10M | Sell |
191,435
-17,095
| -8% | -$896K | 0.01% | 482 |
|
|
2024
Q4 | $12M | Sell |
208,530
-1,361
| -0.6% | -$78.2K | 0.01% | 422 |
|
|
2024
Q3 | $11.2M | Buy |
209,891
+45,715
| +28% | +$2.43M | 0.01% | 433 |
|
|
2024
Q2 | $6.82M | Buy |
164,176
+7,318
| +5% | +$304K | 0.01% | 512 |
|
|
2024
Q1 | $6.57M | Buy |
156,858
+18,614
| +13% | +$779K | 0.01% | 507 |
|
|
2023
Q4 | $5.55M | Buy |
138,244
+13,986
| +11% | +$561K | 0.01% | 514 |
|
|
2023
Q3 | $3.89M | Buy |
124,258
+16,452
| +15% | +$514K | 0.01% | 556 |
|
|
2023
Q2 | $3.63M | Sell |
107,806
-2,943
| -3% | -$99K | ﹤0.01% | 566 |
|
|
2023
Q1 | $3.61M | Buy |
110,749
+61,405
| +124% | +$2M | 0.01% | 542 |
|
|
2022
Q4 | $1.55M | Sell |
49,344
-9,819
| -17% | -$309K | ﹤0.01% | 734 |
|
|
2022
Q3 | $1.96M | Sell |
59,163
-23,735
| -29% | -$785K | ﹤0.01% | 633 |
|
|
2022
Q2 | $2.98M | Sell |
82,898
-12,874
| -13% | -$463K | 0.01% | 532 |
|
|
2022
Q1 | $4.38M | Buy |
95,772
+10,838
| +13% | +$496K | 0.01% | 466 |
|
|
2021
Q4 | $4.15M | Buy |
84,934
+74,563
| +719% | +$3.64M | 0.01% | 447 |
|
|
2021
Q3 | $449K | Buy |
10,371
+7,171
| +224% | +$310K | ﹤0.01% | 1035 |
|
|
2021
Q2 | $132K | Buy |
3,200
+488
| +18% | +$20.1K | ﹤0.01% | 1479 |
|
|
2021
Q1 | $97K | Buy |
2,712
+1,560
| +135% | +$55.8K | ﹤0.01% | 1502 |
|
|
2020
Q4 | $38K | Sell |
1,152
-684
| -37% | -$22.6K | ﹤0.01% | 1733 |
|
|
2020
Q3 | $49K | Buy |
1,836
+862
| +89% | +$23K | ﹤0.01% | 1514 |
|
|
2020
Q2 | $26K | Sell |
974
-203
| -17% | -$5.42K | ﹤0.01% | 1643 |
|
|
2020
Q1 | $28K | Sell |
1,177
-606
| -34% | -$14.4K | ﹤0.01% | 1581 |
|
|
2019
Q4 | $55K | Sell |
1,783
-796
| -31% | -$24.6K | ﹤0.01% | 1431 |
|
|
2019
Q3 | $73K | Buy |
2,579
+415
| +19% | +$11.7K | ﹤0.01% | 1283 |
|
|
2019
Q2 | $55K | Buy |
2,164
+664
| +44% | +$16.9K | ﹤0.01% | 1345 |
|
|
2019
Q1 | $37K | Sell |
1,500
-380
| -20% | -$9.37K | ﹤0.01% | 1482 |
|
|
2018
Q4 | $39K | Sell |
1,880
-678
| -27% | -$14.1K | ﹤0.01% | 1341 |
|
|
2018
Q3 | $61K | Buy |
2,558
+391
| +18% | +$9.32K | ﹤0.01% | 1226 |
|
|
2018
Q2 | $47K | Sell |
2,167
-1,729
| -44% | -$37.5K | ﹤0.01% | 1267 |
|
|
2018
Q1 | $81K | Sell |
3,896
-55,301
| -93% | -$1.15M | ﹤0.01% | 1027 |
|
|
2017
Q4 | $1.38M | Buy |
59,197
+57,822
| +4,205% | +$1.35M | 0.01% | 325 |
|
|
2017
Q3 | $30K | Buy |
1,375
+975
| +244% | +$21.3K | ﹤0.01% | 1313 |
|
|
2017
Q2 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 1647 |
|
|
2017
Q1 | – | Sell |
-1,493
| Closed | -$26K | – | 2041 |
|
|
2016
Q4 | $26K | Buy |
+1,493
| New | +$26K | ﹤0.01% | 1254 |
|
|
2016
Q1 | – | Sell |
-2,058
| Closed | -$34K | – | 2125 |
|
|
2015
Q4 | $34K | Buy |
+2,058
| New | +$34K | ﹤0.01% | 869 |
|
|
2015
Q1 | – | Sell |
-1,017
| Closed | -$18K | – | 1568 |
|
|
2014
Q4 | $18K | Buy |
1,017
+1,006
| +9,145% | +$17.8K | ﹤0.01% | 906 |
|
|
2014
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1325 |
|
|
2013
Q3 | – | Sell |
-211
| Closed | -$3K | – | 1351 |
|
|
2013
Q2 | $3K | Buy |
+211
| New | +$3K | ﹤0.01% | 1022 |
|