Choate Investment 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
Q1 | – | Sell |
-9,580
| Closed | -$519K | – | 397 |
|
|
2024
Q4 | $519K | Buy |
9,580
+467
| +5% | +$25.3K | 0.01% | 266 |
|
|
2024
Q3 | $431K | Hold |
9,113
| – | – | 0.01% | 276 |
|
|
2024
Q2 | $347K | Buy |
9,113
+213
| +2% | +$8.11K | 0.01% | 290 |
|
|
2024
Q1 | $374K | Buy |
8,900
+285
| +3% | +$12K | 0.01% | 302 |
|
|
2023
Q4 | $346K | Sell |
8,615
-154
| -2% | -$6.19K | 0.01% | 289 |
|
|
2023
Q3 | $292K | Buy |
+8,769
| New | +$292K | 0.01% | 299 |
|