Bragg Financial Advisors’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	$3.91M	Sell	70,833 -2,400	-3%	-$133K	0.14%	143
2025 Q1	$3.54M	Sell	73,233 -128,090	-64%	-$6.2M	0.15%	141
2024 Q4	$10.9M	Buy	201,323 +621	+0.3%	+$33.7K	0.44%	87
2024 Q3	$9.5M	Buy	200,702 +19	+0%	+$899	0.39%	99
2024 Q2	$7.64M	Buy	+200,683	New	+$7.64M	0.34%	105