Ritholtz Wealth 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
Q3 | $3.3M | Buy |
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|
2025
Q2 | $2.97M | Sell |
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|
2025
Q1 | $2.56M | Buy |
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|
2024
Q4 | $2.39M | Buy |
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|
2024
Q3 | $2.01M | Buy |
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|
2024
Q2 | $848K | Buy |
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|
2024
Q1 | $848K | Buy |
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|
2023
Q4 | $388K | Buy |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $244K | Sell |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $803K | Buy |
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|
2022
Q2 | $497K | Sell |
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|
2022
Q1 | $888K | Buy |
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|
2021
Q4 | $786K | Buy |
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|
2021
Q3 | $605K | Buy |
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|
2021
Q2 | $503K | Sell |
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|
2021
Q1 | $439K | Buy |
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|
2020
Q4 | $304K | Buy |
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|
2020
Q3 | $219K | Sell |
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|
2020
Q2 | $258K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Buy |
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|
2019
Q3 | $203K | Buy |
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