Waypoint Wealth Counsel BROOKFIELD CORP Transaction History

Waypoint Wealth Counsel

  • $202 Billion
  • Q2 2025
Number of Shares
6,104
Previous 6,104 -0.0%
Holding current value
$378 Million
Previous $320 Million 18.01%
% of portfolio
0.19%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
SELL
N/A
-1,692 Reduced 21.7%
6,104 $256 Million
Q3 2023

Apr 03, 2024
SELL
N/A
-1,190 Reduced 13.24%
7,796 $244 Million
Q2 2023

Apr 02, 2024
SELL
N/A
-1,496 Reduced 14.27%
8,986 $302 Million
Q1 2023

Apr 04, 2024
BUY
N/A
1,234 Added 15.83%
9,030 $294 Million
Q4 2022

Mar 22, 2024
BUY
N/A
10,482 New
10,482 $330 Million
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