Summit Trail Advisors, LLC BROOKFIELD CORP Transaction History

Summit Trail Advisors, LLC

  • $5.73 Billion
  • Q2 2025
Number of Shares
20,563
Previous 19,521 5.34%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
1,042 Added 5.34%
20,563 $0
Q1 2025

Apr 28, 2025
SELL
N/A
-9,147 Reduced 31.91%
19,521 $0
Q4 2024

Jan 29, 2025
SELL
N/A
-574 Reduced 1.96%
28,668 $0
Q3 2024

Nov 12, 2024
SELL
N/A
-254 Reduced 0.86%
29,242 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-688 Reduced 2.28%
29,496 $0
Q1 2024

Apr 23, 2024
BUY
N/A
138 Added 0.46%
30,184 $0
Q4 2023

Feb 06, 2024
SELL
N/A
-65 Reduced 0.22%
30,046 $0
Q2 2023

Jul 25, 2023
SELL
N/A
-1,489 Reduced 4.71%
30,111 $0
Q1 2023

May 04, 2023
BUY
N/A
1,482 Added 4.92%
31,600 $0
Q4 2022

Feb 07, 2023
BUY
N/A
30,118 New
30,118 $0
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