Cerity Partners’s Brookfield Asset Management BAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.2M Buy
2025
Q2
$1.92M Buy
2025
Q1
$1.43M Buy
2024
Q4
$1.04M Sell
2024
Q3
$1.23M Buy
2024
Q2
$788K Sell
2024
Q1
$892K Buy
2023
Q4
$261K Buy