Corient Private Wealth’s Brookfield Asset Management BAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $77.8M | Buy |
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|
2025
Q2 | $60.2M | Sell |
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|
2025
Q1 | $53.3M | Sell |
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|
2024
Q4 | $63.7M | Buy |
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|
2024
Q3 | $55.1M | Sell |
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|
2024
Q2 | $55M | Buy |
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|
2024
Q1 | $55.1M | Buy |
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|
2023
Q4 | $48.5M | Buy |
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|
2023
Q3 | $33.8M | Buy |
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|
2023
Q2 | $31.6M | Buy |
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|
2023
Q1 | $21.4M | Buy |
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|
2022
Q4 | $525K | Buy |
|