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