Schwartz Investment Counsel’s Brookfield Wealth Solutions BNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.64M | Sell |
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|
2025
Q2 | $5.23M | Hold |
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|
2025
Q1 | $4.42M | Hold |
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|
2024
Q4 | $4.87M | Sell |
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|
2024
Q3 | $4.58M | Hold |
|
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|
2024
Q2 | $3.59M | Hold |
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|
2024
Q1 | $3.6M | Hold |
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|
2023
Q4 | $3.48M | Hold |
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|
2023
Q3 | $2.71M | Hold |
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|
2023
Q2 | $2.92M | Hold |
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|
2023
Q1 | $2.84M | Buy |
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|
2022
Q4 | $2.24M | Buy |
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|
2022
Q3 | $2.16M | Sell |
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|
2022
Q2 | $2.39M | Buy |
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|
2022
Q1 | $3.04M | Buy |
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|
2021
Q4 | $1.75M | Buy |
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|
2021
Q3 | $674K | Buy |
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|
2021
Q2 | $410K | Buy |
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