Westwood Holdings Group’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 | $430K | Buy |
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|
2025
Q1 | $363K | Hold |
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|
2024
Q4 | $398K | Hold |
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|
2024
Q3 | $368K | Hold |
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|
2024
Q2 | $287K | Hold |
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|
2024
Q1 | $290K | Hold |
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|
2023
Q4 | $278K | Hold |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $226K | Hold |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $297K | Sell |
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|
2021
Q4 | $528K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $206K | Sell |
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|
2020
Q3 | $42.3M | Buy |
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|
2020
Q2 | $41.2M | Sell |
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|
2020
Q1 | $37.5M | Buy |
|