Anchor Investment Management’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 | $97.2K | Sell |
1,759
-56
| -3% | -$3.1K | 0.01% | 478 |
|
2025
Q1 | $87.9K | Sell |
1,815
-28
| -2% | -$1.36K | 0.01% | 483 |
|
2024
Q4 | $99.9K | Hold |
1,843
| – | – | 0.01% | 459 |
|
2024
Q3 | $87.2K | Hold |
1,843
| – | – | 0.01% | 493 |
|
2024
Q2 | $70.1K | Sell |
1,843
-1,071
| -37% | -$40.8K | 0.01% | 482 |
|
2024
Q1 | $122K | Sell |
2,914
-50
| -2% | -$2.1K | 0.01% | 424 |
|
2023
Q4 | $119K | Sell |
2,964
-34
| -1% | -$1.37K | 0.01% | 425 |
|
2023
Q3 | $100K | Hold |
2,998
| – | – | 0.01% | 426 |
|
2023
Q2 | $97.8K | Sell |
2,998
-1,305
| -30% | -$42.6K | 0.01% | 422 |
|
2023
Q1 | $141K | Sell |
4,303
-432
| -9% | -$14.1K | 0.02% | 392 |
|
2022
Q4 | $136K | Buy |
+4,735
| New | +$136K | 0.02% | 399 |
|