Wedmont Private Capital’s Brookfield BN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$270K	Buy	4,311 +64	+2%	+$4K	0.01%	614
2025 Q1	$206K	Buy	4,247 +10	+0.2%	+$486	0.01%	652
2024 Q4	$233K	Sell	4,237 -1,471	-26%	-$80.8K	0.01%	612
2024 Q3	$300K	Buy	+5,708	New	+$300K	0.02%	507