Bartlett & Co Wealth Management’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 | $57.2K | Hold |
1,035
| – | – | ﹤0.01% | 633 |
|
|
2025
Q1 | $50.1K | Hold |
1,035
| – | – | ﹤0.01% | 648 |
|
|
2024
Q4 | $56.1K | Hold |
1,035
| – | – | ﹤0.01% | 624 |
|
|
2024
Q3 | $48.9K | Sell |
1,035
-675
| -39% | -$31.9K | ﹤0.01% | 661 |
|
|
2024
Q2 | $65.1K | Hold |
1,710
| – | – | ﹤0.01% | 611 |
|
|
2024
Q1 | $71.9K | Hold |
1,710
| – | – | ﹤0.01% | 606 |
|
|
2023
Q4 | $69.5K | Hold |
1,710
| – | – | ﹤0.01% | 637 |
|
|
2023
Q3 | $57K | Sell |
1,710
-67
| -4% | -$2.23K | ﹤0.01% | 639 |
|
|
2023
Q2 | $58K | Hold |
1,777
| – | – | ﹤0.01% | 642 |
|
|
2023
Q1 | $58.1K | Hold |
1,777
| – | – | ﹤0.01% | 549 |
|
|
2022
Q4 | $50.9K | Buy |
+1,777
| New | +$50.9K | ﹤0.01% | 576 |
|