Ascent Group’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
$776K Sell
2025
Q2
$794K Buy
2025
Q1
$689K Buy
2024
Q4
$586K Buy
2024
Q3
$480K Sell
2024
Q2
$405K Buy
2024
Q1
$255K Buy