CIBC Private Wealth Group’s Brookfield Asset Management BAM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.7M | Sell |
375,098
-2,184
| -0.6% | -$121K | 0.04% | 275 |
|
2025
Q1 | $16.2M | Buy |
377,282
+3,767
| +1% | +$162K | 0.03% | 274 |
|
2024
Q4 | $20.8M | Sell |
373,515
-3,498
| -0.9% | -$195K | 0.04% | 263 |
|
2024
Q3 | $17.8M | Sell |
377,013
-12,990
| -3% | -$614K | 0.03% | 287 |
|
2024
Q2 | $14.9M | Sell |
390,003
-5,974
| -2% | -$228K | 0.03% | 283 |
|
2024
Q1 | $16.6M | Sell |
395,977
-12,081
| -3% | -$507K | 0.03% | 277 |
|
2023
Q4 | $16.4M | Sell |
408,058
-12,463
| -3% | -$501K | 0.03% | 264 |
|
2023
Q3 | $14M | Sell |
420,521
-67,928
| -14% | -$2.26M | 0.03% | 287 |
|
2023
Q2 | $15.9M | Buy |
488,449
+24,924
| +5% | +$813K | 0.03% | 286 |
|
2023
Q1 | $15.2M | Sell |
463,525
-14,987
| -3% | -$490K | 0.03% | 278 |
|
2022
Q4 | $2.4M | Buy |
+478,512
| New | +$2.4M | 0.01% | 403 |
|