Northwest Financial Advisors BROOKFIELD CORP Transaction History

Northwest Financial Advisors

  • $77.8 Billion
  • Q3 2025
Number of Shares
33,564
Previous 34,444 2.55%
Holding current value
$2.3 Billion
Previous $2.13 Billion 8.05%
% of portfolio
2.96%
Previous 2.97%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
N/A
-880 Reduced 2.55%
33,564 $2.3 Billion
Q2 2025

Aug 04, 2025
SELL
N/A
-311 Reduced 0.89%
34,444 $2.13 Billion
Q1 2025

Apr 11, 2025
SELL
N/A
-1,198 Reduced 3.33%
34,755 $1.82 Billion
Q4 2024

Jan 22, 2025
SELL
N/A
-157 Reduced 0.43%
35,953 $2.07 Billion
Q3 2024

Nov 13, 2024
SELL
N/A
-16 Reduced 0.04%
36,110 $1.92 Billion
Q2 2024

Jan 27, 2025
SELL
N/A
-1,163 Reduced 3.12%
36,126 $1.5 Billion
Q2 2024

Aug 12, 2024
SELL
N/A
-1,163 Reduced 3.12%
36,126 $1.5 Billion
Q1 2024

Jan 27, 2025
BUY
N/A
1,336 Added 3.72%
37,289 $1.56 Billion
Q1 2024

May 09, 2024
BUY
N/A
575 Added 1.57%
37,289 $1.56 Billion
Q4 2023

Feb 07, 2024
BUY
N/A
36,714 New
36,714 $1.47 Billion
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