Trust Company of Vermont’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
32,281
+1,457
| +5% | +$90.1K | 0.09% | 140 |
|
|
2025
Q1 | $1.62M | Sell |
30,824
-1,184
| -4% | -$62.1K | 0.08% | 152 |
|
|
2024
Q4 | $1.84M | Sell |
32,008
-3,571
| -10% | -$205K | 0.09% | 145 |
|
|
2024
Q3 | $1.89M | Sell |
35,579
-3,039
| -8% | -$162K | 0.09% | 140 |
|
|
2024
Q2 | $1.6M | Sell |
38,618
-9,314
| -19% | -$387K | 0.09% | 143 |
|
|
2024
Q1 | $2.01M | Sell |
47,932
-18,296
| -28% | -$766K | 0.11% | 128 |
|
|
2023
Q4 | $2.66M | Sell |
66,228
-14,619
| -18% | -$587K | 0.18% | 109 |
|
|
2023
Q3 | $2.53M | Sell |
80,847
-4,181
| -5% | -$131K | 0.17% | 114 |
|
|
2023
Q2 | $2.86M | Sell |
85,028
-10,057
| -11% | -$338K | 0.19% | 116 |
|
|
2023
Q1 | $3.1M | Sell |
95,085
-7,682
| -7% | -$250K | 0.22% | 112 |
|
|
2022
Q4 | $3.23M | Sell |
102,767
-45,283
| -31% | -$1.42M | 0.24% | 107 |
|
|
2022
Q3 | $4.89M | Sell |
148,050
-4,601
| -3% | -$152K | 0.39% | 79 |
|
|
2022
Q2 | $5.49M | Sell |
152,651
-15,747
| -9% | -$566K | 0.42% | 77 |
|
|
2022
Q1 | $7.7M | Sell |
168,398
-485
| -0.3% | -$22.2K | 0.52% | 60 |
|
|
2021
Q4 | $8.24M | Sell |
168,883
-1,050
| -0.6% | -$51.3K | 0.52% | 61 |
|
|
2021
Q3 | $7.35M | Buy |
169,933
+19,706
| +13% | +$852K | 0.52% | 64 |
|
|
2021
Q2 | $6.19M | Buy |
150,227
+41,272
| +38% | +$1.7M | 0.43% | 70 |
|
|
2021
Q1 | $3.89M | Buy |
108,955
+90,426
| +488% | +$3.23M | 0.29% | 97 |
|
|
2020
Q4 | $614K | Buy |
18,529
+10,460
| +130% | +$347K | 0.05% | 188 |
|
|
2020
Q3 | $214K | Buy |
8,069
+2,830
| +54% | +$75.1K | 0.02% | 266 |
|
|
2020
Q2 | $138K | Buy |
5,239
+2,436
| +87% | +$64.2K | 0.01% | 320 |
|
|
2020
Q1 | $66K | Buy |
+2,803
| New | +$66K | 0.01% | 402 |
|