Avior Wealth Management’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
Q4 | $654K | Buy |
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|
2025
Q3 | $582K | Buy |
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|
2025
Q2 | $427K | Buy |
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|
2025
Q1 | $17K | Sell |
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|
2024
Q4 | $539K | Sell |
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|
2024
Q3 | $489K | Buy |
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|
2024
Q2 | $13.3K | Sell |
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|
2024
Q1 | $17.7K | Buy |
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|
2023
Q4 | $803 | Hold |
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|
2023
Q3 | $666 | Hold |
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|
2023
Q2 | $652 | Hold |
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|
2023
Q1 | $654 | Buy |
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