Cornerstone Planning 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
$5.42K Buy
88
+36
+69% +$2.22K ﹤0.01% 703
2025
Q1
$2.63K Buy
52
+13
+33% +$658 ﹤0.01% 910
2024
Q4
$2.31K Hold
39
﹤0.01% 756
2024
Q3
$2.09K Sell
39
-10
-20% -$535 ﹤0.01% 762
2024
Q2
$1.93K Buy
49
+26
+113% +$1.02K ﹤0.01% 781
2024
Q1
$900 Buy
+23
New +$900 ﹤0.01% 801