Allworth Financial’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 | $31.7K | Buy |
574
+112
| +24% | +$6.19K | ﹤0.01% | 2213 |
|
|
2025
Q1 | $24.2K | Buy |
462
+38
| +9% | +$1.99K | ﹤0.01% | 1955 |
|
|
2024
Q4 | $24.2K | Buy |
424
+5
| +1% | +$286 | ﹤0.01% | 1970 |
|
|
2024
Q3 | $19.8K | Sell |
419
-174
| -29% | -$8.23K | ﹤0.01% | 1918 |
|
|
2024
Q2 | $24.4K | Buy |
593
+242
| +69% | +$9.95K | ﹤0.01% | 1755 |
|
|
2024
Q1 | $14.8K | Buy |
351
+31
| +10% | +$1.3K | ﹤0.01% | 1937 |
|
|
2023
Q4 | $12.9K | Hold |
320
| – | – | ﹤0.01% | 1878 |
|
|
2023
Q3 | $10.7K | Buy |
320
+285
| +814% | +$9.5K | ﹤0.01% | 1818 |
|
|
2023
Q2 | $1.14K | Sell |
35
-9
| -20% | -$294 | ﹤0.01% | 2691 |
|
|
2023
Q1 | $1.44K | Hold |
44
| – | – | ﹤0.01% | 2540 |
|
|
2022
Q4 | $1.26K | Buy |
+44
| New | +$1.26K | ﹤0.01% | 2398 |
|