Portside Wealth Group, LLC BROOKFIELD CORP Transaction History

Portside Wealth Group, LLC

  • $613 Billion
  • Q1 2025
Number of Shares
18,049
Previous 16,584 8.83%
Holding current value
$946 Million
Previous $953 Million 0.71%
% of portfolio
0.15%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
N/A
1,465 Added 8.83%
18,049 $946 Million
Q1 2025

Apr 10, 2025
SELL
N/A
-3,094 Reduced 15.72%
16,584 $953 Million
Q4 2024

Jan 15, 2025
SELL
N/A
-262 Reduced 1.31%
19,678 $1.05 Billion
Q3 2024

Oct 31, 2024
SELL
N/A
-116 Reduced 0.58%
19,940 $1.06 Billion
Q2 2024

Jul 18, 2024
SELL
N/A
-1,458 Reduced 6.78%
20,056 $833 Million
Q1 2024

Apr 17, 2024
SELL
N/A
-5,698 Reduced 20.94%
21,514 $901 Million
Q4 2023

Jan 16, 2024
SELL
N/A
-3,801 Reduced 12.26%
27,212 $1.09 Billion
Q3 2023

Oct 27, 2023
BUY
N/A
2,159 Added 7.48%
31,013 $971 Million
Q2 2023

Sep 01, 2023
SELL
N/A
-1,076,794 Reduced 97.39%
28,854 $971 Million
Q2 2023

Aug 01, 2023
BUY
N/A
1,105,648 New
1,105,648 $0
Track This Portfolio

Track Portside Wealth Group, LLC Portfolio

Follow Portside Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email