Addison Advisors’s Brookfield Asset Management BAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.8K | Buy |
1,407
+353
| +33% | +$19.5K | 0.02% | 341 |
|
|
2025
Q1 | $51.1K | Hold |
1,054
| – | – | 0.01% | 380 |
|
|
2024
Q4 | $57.1K | Hold |
1,054
| – | – | 0.02% | 366 |
|
|
2024
Q3 | $49.8K | Hold |
1,054
| – | – | 0.01% | 392 |
|
|
2024
Q2 | $40.1K | Hold |
1,054
| – | – | 0.01% | 403 |
|
|
2024
Q1 | $44.3K | Hold |
1,054
| – | – | 0.02% | 378 |
|
|
2023
Q4 | $42.3K | Hold |
1,054
| – | – | 0.02% | 374 |
|
|
2023
Q3 | $35.1K | Hold |
1,054
| – | – | 0.02% | 369 |
|
|
2023
Q2 | $34.4K | Hold |
1,054
| – | – | 0.02% | 361 |
|
|
2023
Q1 | $34.5K | Hold |
1,054
| – | – | 0.02% | 340 |
|
|
2022
Q4 | $30.2K | Buy |
+1,054
| New | +$30.2K | 0.02% | 333 |
|