Cerity Partners’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 | $1.92M | Buy |
34,666
+5,184
| +18% | +$287K | ﹤0.01% | 1240 |
|
|
2025
Q1 | $1.43M | Buy |
29,482
+7,901
| +37% | +$383K | ﹤0.01% | 1267 |
|
|
2024
Q4 | $1.04M | Sell |
21,581
-4,415
| -17% | -$214K | ﹤0.01% | 1388 |
|
|
2024
Q3 | $1.23M | Buy |
25,996
+5,298
| +26% | +$251K | ﹤0.01% | 1309 |
|
|
2024
Q2 | $788K | Sell |
20,698
-529
| -2% | -$20.1K | ﹤0.01% | 1331 |
|
|
2024
Q1 | $892K | Buy |
21,227
+14,720
| +226% | +$618K | ﹤0.01% | 1329 |
|
|
2023
Q4 | $261K | Buy |
+6,507
| New | +$261K | ﹤0.01% | 1588 |
|