WCM Investment Management’s Brookfield BN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.94M | Buy |
80,161
+366
| +0.5% | +$22.5K | 0.01% | 159 |
|
|
2025
Q1 | $4.14M | Buy |
79,795
+20,807
| +35% | +$1.08M | 0.01% | 186 |
|
|
2024
Q4 | $3.38M | Buy |
58,988
+28,541
| +94% | +$1.64M | 0.01% | 204 |
|
|
2024
Q3 | $1.63M | Buy |
30,447
+157
| +0.5% | +$8.38K | ﹤0.01% | 223 |
|
|
2024
Q2 | $1.26M | Buy |
30,290
+10,765
| +55% | +$447K | ﹤0.01% | 203 |
|
|
2024
Q1 | $818K | Sell |
19,525
-817
| -4% | -$34.2K | ﹤0.01% | 212 |
|
|
2023
Q4 | $818K | Sell |
20,342
-461
| -2% | -$18.5K | ﹤0.01% | 211 |
|
|
2023
Q3 | $651K | Sell |
20,803
-5,788
| -22% | -$181K | ﹤0.01% | 201 |
|
|
2023
Q2 | $895K | Sell |
26,591
-20
| -0.1% | -$673 | ﹤0.01% | 206 |
|
|
2023
Q1 | $867K | Sell |
26,611
-6,975
| -21% | -$227K | ﹤0.01% | 200 |
|
|
2022
Q4 | $1.06M | Sell |
33,586
-17,507
| -34% | -$551K | ﹤0.01% | 197 |
|
|
2022
Q3 | $2.08M | Buy |
51,093
+300
| +0.6% | +$12.2K | 0.01% | 157 |
|
|
2022
Q2 | $2.27M | Buy |
50,793
+263
| +0.5% | +$11.8K | 0.01% | 165 |
|
|
2022
Q1 | $2.86M | Buy |
50,530
+27,560
| +120% | +$1.56M | 0.01% | 159 |
|
|
2021
Q4 | $1.39M | Buy |
22,970
+2,385
| +12% | +$144K | ﹤0.01% | 172 |
|
|
2021
Q3 | $1.1M | Buy |
20,585
+440
| +2% | +$23.6K | ﹤0.01% | 174 |
|
|
2021
Q2 | $1.03M | Buy |
20,145
+5,740
| +40% | +$293K | ﹤0.01% | 166 |
|
|
2021
Q1 | $641K | Buy |
14,405
+5,624
| +64% | +$250K | ﹤0.01% | 168 |
|
|
2020
Q4 | $362K | Buy |
8,781
+1,425
| +19% | +$58.7K | ﹤0.01% | 182 |
|
|
2020
Q3 | $243K | Buy |
+7,356
| New | +$243K | ﹤0.01% | 177 |
|