Bartlett & Co 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
Q3 | $58.9K | Hold |
|
|||||
|
2025
Q2 | $57.2K | Hold |
|
|||||
|
2025
Q1 | $50.1K | Hold |
|
|||||
|
2024
Q4 | $56.1K | Hold |
|
|||||
|
2024
Q3 | $48.9K | Sell |
|
|||||
|
2024
Q2 | $65.1K | Hold |
|
|||||
|
2024
Q1 | $71.9K | Hold |
|
|||||
|
2023
Q4 | $69.5K | Hold |
|
|||||
|
2023
Q3 | $57K | Sell |
|
|||||
|
2023
Q2 | $58K | Hold |
|
|||||
|
2023
Q1 | $58.1K | Hold |
|
|||||
|
2022
Q4 | $50.9K | Buy |
|