Venturi 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 | $1.95M | Buy |
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|
2025
Q2 | $1.76M | Buy |
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|
2025
Q1 | $1.2M | Buy |
|
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.2M | Buy |
|
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|
2024
Q2 | $883K | Buy |
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|
2024
Q1 | $850K | Hold |
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|
2023
Q4 | $814K | Buy |
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|
2023
Q3 | $469K | Buy |
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|
2023
Q2 | $33.6K | Sell |
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|
2023
Q1 | $40.7K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $164K | Buy |
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