Western Pacific Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24.2K | Hold |
391
| – | – | 0.02% | 152 |
|
2025
Q1 | $20.5K | Hold |
391
| – | – | 0.02% | 149 |
|
2024
Q4 | $22.5K | Hold |
391
| – | – | 0.02% | 153 |
|
2024
Q3 | $20.8K | Hold |
391
| – | – | 0.01% | 191 |
|
2024
Q2 | $16.2K | Hold |
391
| – | – | 0.01% | 172 |
|
2024
Q1 | $16.4K | Hold |
391
| – | – | 0.01% | 179 |
|
2023
Q4 | $15.7K | Hold |
391
| – | – | 0.01% | 183 |
|
2023
Q3 | $12.2K | Hold |
391
| – | – | 0.01% | 192 |
|
2023
Q2 | $13.2K | Hold |
391
| – | – | 0.01% | 196 |
|
2023
Q1 | $12.7K | Hold |
391
| – | – | 0.01% | 201 |
|
2022
Q4 | $12.3K | Sell |
391
-93
| -19% | -$2.93K | 0.01% | 191 |
|
2022
Q3 | $15K | Hold |
484
| – | – | 0.01% | 183 |
|
2022
Q2 | $17K | Hold |
484
| – | – | 0.02% | 128 |
|
2022
Q1 | $22K | Hold |
484
| – | – | 0.02% | 137 |
|
2021
Q4 | $23K | Buy |
+484
| New | +$23K | 0.01% | 146 |
|