Values Added Financial LLC BROOKFIELD CORP Transaction History

Values Added Financial LLC

  • $237 Billion
  • Q4 2025
Number of Shares
6,750
Previous 4,500 50.0%
Holding current value
$310 Million
Previous $309 Million 0.37%
% of portfolio
0.13%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
N/A
2,250 Added 50.0%
6,750 $310 Million
Q2 2025

Jul 23, 2025
SELL
N/A
-1,050 Reduced 18.92%
4,500 $278 Million
Q1 2025

Apr 28, 2025
BUY
N/A
1,050 Added 23.33%
5,550 $291 Million
Q3 2024

Oct 28, 2024
BUY
N/A
4,500 New
4,500 $239 Million
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