Baird Financial Group’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
$1.13M Sell
20,502
-2
-0% -$111 ﹤0.01% 1180
2025
Q1
$993K Sell
20,504
-10,915
-35% -$529K ﹤0.01% 1182
2024
Q4
$1.7M Sell
31,419
-3,304
-10% -$179K ﹤0.01% 1016
2024
Q3
$1.64M Sell
34,723
-10,498
-23% -$496K ﹤0.01% 1024
2024
Q2
$1.72M Buy
45,221
+2,394
+6% +$91.1K ﹤0.01% 1002
2024
Q1
$1.8M Buy
42,827
+4,960
+13% +$208K ﹤0.01% 988
2023
Q4
$1.52M Buy
37,867
+13,760
+57% +$554K ﹤0.01% 1010
2023
Q3
$804K Buy
24,107
+14,534
+152% +$485K ﹤0.01% 1178
2023
Q2
$312K Sell
9,573
-1,744
-15% -$56.9K ﹤0.01% 1494
2023
Q1
$370K Buy
11,317
+1,650
+17% +$54K ﹤0.01% 1418
2022
Q4
$277K Buy
+9,667
New +$277K ﹤0.01% 1484