Segment 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 | $1.25M | Hold |
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|
2025
Q2 | $1.13M | Hold |
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|
2025
Q1 | $958K | Hold |
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|
2024
Q4 | $1.05M | Hold |
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|
2024
Q3 | $971K | Hold |
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|
2024
Q2 | $759K | Hold |
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|
2024
Q1 | $765K | Hold |
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|
2023
Q4 | $733K | Buy |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $328K | Hold |
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|
2023
Q1 | $318K | Hold |
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|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $398K | Hold |
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|
2022
Q2 | $433K | Sell |
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|
2022
Q1 | $557K | Buy |
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|
2021
Q4 | $588K | Hold |
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|
2021
Q3 | $521K | Hold |
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|
2021
Q2 | $497K | Sell |
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|
2021
Q1 | $434K | Hold |
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|
2020
Q4 | $402K | Hold |
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|
2020
Q3 | $322K | Hold |
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|
2020
Q2 | $321K | Sell |
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|
2020
Q1 | $287K | Hold |
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|
2019
Q4 | $376K | Hold |
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|
2019
Q3 | $345K | Hold |
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|
2019
Q2 | $310K | Hold |
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|
2019
Q1 | $303K | Hold |
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|
2018
Q4 | $249K | Hold |
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|
2018
Q3 | $289K | Hold |
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|
2018
Q2 | $263K | Hold |
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|
2018
Q1 | $253K | Hold |
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|
2017
Q4 | $283K | Hold |
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|
2017
Q3 | $268K | Hold |
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|
2017
Q2 | $255K | Hold |
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|
2017
Q1 | $237K | Hold |
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|
2016
Q4 | $214K | Hold |
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|
2016
Q3 | $229K | Hold |
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|
2016
Q2 | $215K | Sell |
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|
2016
Q1 | $226K | Hold |
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|
2015
Q4 | $205K | Hold |
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|
2015
Q3 | $204K | Hold |
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|
2015
Q2 | $227K | Sell |
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|
2015
Q1 | $232K | Hold |
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|
2014
Q4 | $217K | Buy |
|