Advisory Services Network’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
$731K Buy
11,856
+1,416
+14% +$87.3K 0.01% 978
2025
Q1
$506K Buy
10,440
+560
+6% +$27.1K 0.01% 1052
2024
Q4
$535K Sell
9,880
-470
-5% -$25.5K 0.01% 1012
2024
Q3
$394K Hold
10,350
0.01% 1088
2024
Q2
$394K Buy
10,350
+3,472
+50% +$132K 0.01% 1088
2024
Q1
$289K Buy
6,878
+504
+8% +$21.2K 0.01% 1167
2023
Q4
$256K Sell
6,374
-2,391
-27% -$96K 0.01% 1155
2023
Q3
$292K Buy
8,765
+1,663
+23% +$55.4K 0.01% 1147
2023
Q2
$232K Sell
7,102
-2,804
-28% -$91.5K 0.01% 1239
2023
Q1
$324K Sell
9,906
-2,759
-22% -$90.3K 0.01% 1102
2022
Q4
$363K Buy
+12,665
New +$363K 0.01% 1001