Wells Fargo’s Brookfield Business Partners BBU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.69K | Buy |
219
+201
| +1,117% | +$5.22K | ﹤0.01% | 5605 |
|
2025
Q1 | $425 | Sell |
18
-16
| -47% | -$378 | ﹤0.01% | 5807 |
|
2024
Q4 | $791 | Buy |
34
+15
| +79% | +$349 | ﹤0.01% | 5776 |
|
2024
Q3 | $442 | Sell |
19
-1
| -5% | -$23 | ﹤0.01% | 5768 |
|
2024
Q2 | $378 | Sell |
20
-16
| -44% | -$302 | ﹤0.01% | 5781 |
|
2024
Q1 | $803 | Sell |
36
-97
| -73% | -$2.16K | ﹤0.01% | 5805 |
|
2023
Q4 | $2.73K | Buy |
133
+1
| +0.8% | +$21 | ﹤0.01% | 5602 |
|
2023
Q3 | $2.01K | Sell |
132
-273
| -67% | -$4.16K | ﹤0.01% | 5717 |
|
2023
Q2 | $6.98K | Sell |
405
-2,720
| -87% | -$46.9K | ﹤0.01% | 5694 |
|
2023
Q1 | $58.2K | Sell |
3,125
-2,425
| -44% | -$45.2K | ﹤0.01% | 4800 |
|
2022
Q4 | $94.1K | Sell |
5,550
-14,950
| -73% | -$254K | ﹤0.01% | 4271 |
|
2022
Q3 | $399K | Sell |
20,500
-11,900
| -37% | -$232K | ﹤0.01% | 3582 |
|
2022
Q2 | $687K | Sell |
32,400
-10,602
| -25% | -$225K | ﹤0.01% | 3336 |
|
2022
Q1 | $1.32M | Buy |
43,002
+35,246
| +454% | +$1.08M | ﹤0.01% | 3441 |
|
2021
Q4 | $229K | Sell |
7,756
-6,701
| -46% | -$198K | ﹤0.01% | 4836 |
|
2021
Q3 | $426K | Buy |
14,457
+6,743
| +87% | +$199K | ﹤0.01% | 4477 |
|
2021
Q2 | $229K | Buy |
7,714
+546
| +8% | +$16.2K | ﹤0.01% | 4673 |
|
2021
Q1 | $185K | Hold |
7,168
| – | – | ﹤0.01% | 4870 |
|
2020
Q4 | $172K | Sell |
7,168
-5
| -0.1% | -$120 | ﹤0.01% | 5008 |
|
2020
Q3 | $139K | Sell |
7,173
-47
| -0.7% | -$911 | ﹤0.01% | 4943 |
|
2020
Q2 | $143K | Sell |
7,220
-688
| -9% | -$13.6K | ﹤0.01% | 4878 |
|
2020
Q1 | $129K | Sell |
7,908
-23,613
| -75% | -$385K | ﹤0.01% | 4749 |
|
2019
Q4 | $836K | Sell |
31,521
-469
| -1% | -$12.4K | ﹤0.01% | 3916 |
|
2019
Q3 | $807K | Buy |
31,990
+6,415
| +25% | +$162K | ﹤0.01% | 3930 |
|
2019
Q2 | $629K | Buy |
25,575
+18,073
| +241% | +$444K | ﹤0.01% | 4132 |
|
2019
Q1 | $190K | Sell |
7,502
-3
| -0% | -$76 | ﹤0.01% | 4780 |
|
2018
Q4 | $147K | Sell |
7,505
-26
| -0.3% | -$509 | ﹤0.01% | 4886 |
|
2018
Q3 | $221K | Sell |
7,531
-3
| -0% | -$88 | ﹤0.01% | 4782 |
|
2018
Q2 | $185K | Sell |
7,534
-39
| -0.5% | -$958 | ﹤0.01% | 4889 |
|
2018
Q1 | $175K | Sell |
7,573
-57
| -0.7% | -$1.32K | ﹤0.01% | 4850 |
|
2017
Q4 | $168K | Sell |
7,630
-76
| -1% | -$1.67K | ﹤0.01% | 4863 |
|
2017
Q3 | $146K | Sell |
7,706
-297
| -4% | -$5.63K | ﹤0.01% | 4873 |
|
2017
Q2 | $139K | Buy |
8,003
+6,506
| +435% | +$113K | ﹤0.01% | 4813 |
|
2017
Q1 | $24K | Sell |
1,497
-242
| -14% | -$3.88K | ﹤0.01% | 5317 |
|
2016
Q4 | $27K | Sell |
1,739
-1,327
| -43% | -$20.6K | ﹤0.01% | 5250 |
|
2016
Q3 | $52K | Sell |
3,066
-3,746
| -55% | -$63.5K | ﹤0.01% | 5027 |
|
2016
Q2 | $84K | Buy |
+6,812
| New | +$84K | ﹤0.01% | 4744 |
|