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 |
|