Charles Schwab’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 | $1.3M | Buy |
+23,576
| New | +$1.3M | ﹤0.01% | 2815 |
|
|
2025
Q1 | – | Sell |
-842,141
| Closed | -$45.7M | – | 3481 |
|
|
2024
Q4 | $45.7M | Buy |
842,141
+7,212
| +0.9% | +$391K | 0.01% | 1195 |
|
|
2024
Q3 | $39.5M | Buy |
834,929
+45,670
| +6% | +$2.16M | 0.01% | 1285 |
|
|
2024
Q2 | $30M | Buy |
+789,259
| New | +$30M | 0.01% | 1417 |
|