Shelter Mutual Insurance’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 | $3.85M | Hold |
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|
2025
Q2 | $3.47M | Hold |
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|
2025
Q1 | $2.94M | Hold |
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|
2024
Q4 | $3.22M | Hold |
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|
2024
Q3 | $3.23M | Hold |
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|
2024
Q2 | $2.33M | Hold |
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|
2024
Q1 | $2.35M | Hold |
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|
2023
Q4 | $2.25M | Hold |
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|
2023
Q3 | $1.76M | Hold |
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|
2023
Q2 | $1.89M | Hold |
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|
2023
Q1 | $1.83M | Hold |
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|
2022
Q4 | $1.76M | Sell |
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|
2022
Q3 | $2.29M | Hold |
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|
2022
Q2 | $2.5M | Sell |
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|
2022
Q1 | $3.18M | Buy |
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|
2021
Q4 | $3.39M | Hold |
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|
2021
Q3 | $3M | Hold |
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|
2021
Q2 | $2.86M | Sell |
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|
2021
Q1 | $2.5M | Hold |
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|
2020
Q4 | $2.32M | Hold |
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|
2020
Q3 | $1.85M | Hold |
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|
2020
Q2 | $1.85M | Sell |
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|
2020
Q1 | $1.91M | Hold |
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|
2019
Q4 | $2.5M | Sell |
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|
2019
Q3 | $2.29M | Buy |
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