Allen Investment Management’s Brookfield Asset Management BAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$670K Hold
2025
Q2
$650K Hold
2025
Q1
$570K Hold
2024
Q4
$637K Hold
2024
Q3
$556K Hold
2024
Q2
$447K Hold
2024
Q1
$494K Hold
2023
Q4
$472K Hold
2023
Q3
$392K Hold
2023
Q2
$384K Hold
2023
Q1
$385K Hold
2022
Q4
$337K Buy