Cambridge Investment Research 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
$385K Sell
6,968
-6,743
-49% -$373K ﹤0.01% 2777
2025
Q1
$664K Buy
13,711
+7
+0.1% +$339 ﹤0.01% 2189
2024
Q4
$743K Buy
13,704
+598
+5% +$32.4K ﹤0.01% 2102
2024
Q3
$620K Sell
13,106
-196
-1% -$9.27K ﹤0.01% 2238
2024
Q2
$506K Sell
13,302
-26,659
-67% -$1.01M ﹤0.01% 2290
2024
Q1
$1.68M Buy
39,961
+27,156
+212% +$1.14M 0.01% 1381
2023
Q4
$514K Sell
12,805
-4,567
-26% -$183K ﹤0.01% 2156
2023
Q3
$579K Buy
17,372
+545
+3% +$18.2K ﹤0.01% 1964
2023
Q2
$550K Buy
16,827
+2,993
+22% +$97.8K ﹤0.01% 2056
2023
Q1
$453K Sell
13,834
-10,127
-42% -$332K ﹤0.01% 2164
2022
Q4
$687K Buy
+23,961
New +$687K ﹤0.01% 1772