Walter & Keenan 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
Q2 | $1.2M | Hold |
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|
2025
Q1 | $1.02M | Hold |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.04M | Hold |
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|
2024
Q2 | $812K | Sell |
|
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|
2024
Q1 | $965K | Hold |
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|
2023
Q4 | $925K | Hold |
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|
2023
Q3 | $721K | Buy |
|
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|
2023
Q2 | $769K | Sell |
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|
2023
Q1 | $822K | Sell |
|
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|
2022
Q4 | $959K | Sell |
|
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|
2022
Q3 | $1.16M | Sell |
|
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|
2022
Q2 | $1.33M | Sell |
|
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|
2022
Q1 | $1.75M | Sell |
|
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|
2021
Q4 | $2.09M | Hold |
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|
2021
Q3 | $1.85M | Hold |
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|
2021
Q2 | $1.77M | Sell |
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|
2021
Q1 | $1.54M | Hold |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.06M | Buy |
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|
2020
Q1 | $276K | Sell |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $586K | Buy |
|