Chicago Partners Investment Group’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 | $3.81M | Sell |
61,017
-647
| -1% | -$40.4K | 0.11% | 176 |
|
|
2025
Q1 | $3.44M | Buy |
61,664
+7,017
| +13% | +$392K | 0.11% | 161 |
|
|
2024
Q4 | $3.04M | Sell |
54,647
-1,282
| -2% | -$71.4K | 0.1% | 169 |
|
|
2024
Q3 | $2.83M | Sell |
55,929
-1,066
| -2% | -$54K | 0.1% | 169 |
|
|
2024
Q2 | $2.47M | Sell |
56,995
-6,435
| -10% | -$278K | 0.1% | 187 |
|
|
2024
Q1 | $2.51M | Buy |
63,430
+6,948
| +12% | +$275K | 0.11% | 169 |
|
|
2023
Q4 | $2.23M | Sell |
56,482
-7,743
| -12% | -$306K | 0.1% | 180 |
|
|
2023
Q3 | $1.95M | Buy |
64,225
+17,105
| +36% | +$520K | 0.11% | 184 |
|
|
2023
Q2 | $1.52M | Sell |
47,120
-7,757
| -14% | -$250K | 0.08% | 230 |
|
|
2023
Q1 | $1.79M | Buy |
54,877
+1,076
| +2% | +$35.2K | 0.1% | 191 |
|
|
2022
Q4 | $1.83M | Buy |
+53,801
| New | +$1.83M | 0.11% | 178 |
|