Avantax Advisory Services’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 | $581K | Buy |
10,509
+902
| +9% | +$49.9K | ﹤0.01% | 1499 |
|
|
2025
Q1 | $465K | Buy |
9,607
+176
| +2% | +$8.53K | ﹤0.01% | 1549 |
|
|
2024
Q4 | $511K | Buy |
9,431
+1,944
| +26% | +$105K | ﹤0.01% | 1431 |
|
|
2024
Q3 | $354K | Sell |
7,487
-140
| -2% | -$6.62K | ﹤0.01% | 1642 |
|
|
2024
Q2 | $290K | Buy |
+7,627
| New | +$290K | ﹤0.01% | 1718 |
|
|
2023
Q4 | – | Sell |
-7,740
| Closed | -$258K | – | 1577 |
|
|
2023
Q3 | $258K | Buy |
+7,740
| New | +$258K | ﹤0.01% | 1282 |
|