Briaud Financial Planning’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 | $22K | Hold |
408
| – | – | 0.01% | 159 |
|
|
2025
Q1 | $19K | Hold |
408
| – | – | 0.01% | 128 |
|
|
2024
Q4 | $22K | Hold |
408
| – | – | 0.01% | 117 |
|
|
2024
Q3 | $19K | Hold |
408
| – | – | 0.01% | 98 |
|
|
2024
Q2 | $15K | Hold |
408
| – | – | 0.01% | 99 |
|
|
2024
Q1 | $18K | Buy |
+408
| New | +$18K | 0.01% | 90 |
|
|
2023
Q4 | – | Sell |
-408
| Closed | -$13K | – | 27 |
|
|
2023
Q3 | $13K | Buy |
+408
| New | +$13K | 0.01% | 100 |
|