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Ridgewood Investments’s Brookfield BN Stock Holding History

Ridgewood Investments’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-213
Closed -$8.78K – 251
2025
Q2 		$8.78K Hold
213
– – ﹤0.01% 537
2025
Q1 		$7.44K Hold
213
– – ﹤0.01% 514
2024
Q4 		$8.16K Buy
213
+150
+238% +$5.65K ﹤0.01% 521
2024
Q3 		$2.23K Sell
63
-212
-77% -$6.69K ﹤0.01% 653
2024
Q2 		$7.59K Buy
+275
New +$7.66K ﹤0.01% 537
2023
Q3 		– Sell
-650
Closed -$14.6K – 247
2023
Q2 		$14.6K Hold
650
– – 0.01% 478
2023
Q1 		$14.1K Buy
+650
New +$14.6K 0.01% 484

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return