Obermeyer Wealth Partners’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $29.7M | Buy |
|
|||||
|
2025
Q2 | $26.5M | Sell |
|
|||||
|
2025
Q1 | $22.5M | Buy |
|
|||||
|
2024
Q4 | $24.5M | Buy |
|
|||||
|
2024
Q3 | $278K | Hold |
|
|||||
|
2024
Q2 | $217K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $267K | Hold |
|
|||||
|
2022
Q2 | $290K | Buy |
|
|||||
|
2022
Q1 | $346K | Sell |
|
|||||
|
2021
Q4 | $373K | Buy |
|
|||||
|
2021
Q3 | $301K | Hold |
|
|||||
|
2021
Q2 | $287K | Sell |
|
|||||
|
2021
Q1 | $250K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $16.2M | Sell |
|
|||||
|
2015
Q4 | $15.2M | Sell |
|
|||||
|
2015
Q3 | $15.6M | Sell |
|
|||||
|
2015
Q2 | $18M | Sell |
|
|||||
|
2015
Q1 | $19M | Sell |
|
|||||
|
2014
Q4 | $18.2M | Sell |
|
|||||
|
2014
Q3 | $16.5M | Sell |
|
|||||
|
2014
Q2 | $16.5M | Sell |
|
|||||
|
2014
Q1 | $15.6M | Sell |
|
|||||
|
2013
Q4 | $15.1M | Buy |
|
|||||
|
2013
Q3 | $14.5M | Sell |
|
|||||
|
2013
Q2 | $14M | Buy |
|