Atria Investments’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 | $575K | Sell |
10,399
-282
| -3% | -$15.6K | 0.01% | 1343 |
|
|
2025
Q1 | $517K | Sell |
10,681
-4,382
| -29% | -$212K | 0.01% | 1340 |
|
|
2024
Q4 | $816K | Buy |
15,063
+1,035
| +7% | +$56.1K | 0.01% | 1091 |
|
|
2024
Q3 | $663K | Sell |
14,028
-744
| -5% | -$35.2K | 0.01% | 1190 |
|
|
2024
Q2 | $562K | Buy |
+14,772
| New | +$562K | 0.01% | 1248 |
|