Creative Planning’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 | $6.91M | Buy |
124,924
+28,502
| +30% | +$1.58M | 0.01% | 649 |
|
|
2025
Q1 | $4.67M | Buy |
96,422
+13,653
| +16% | +$661K | ﹤0.01% | 739 |
|
|
2024
Q4 | $4.49M | Buy |
82,769
+12,099
| +17% | +$656K | ﹤0.01% | 700 |
|
|
2024
Q3 | $3.34M | Buy |
70,670
+2,313
| +3% | +$109K | ﹤0.01% | 808 |
|
|
2024
Q2 | $2.6M | Sell |
68,357
-3,441
| -5% | -$131K | ﹤0.01% | 872 |
|
|
2024
Q1 | $3.02M | Sell |
71,798
-4,916
| -6% | -$207K | ﹤0.01% | 797 |
|
|
2023
Q4 | $3.08M | Sell |
76,714
-898
| -1% | -$36.1K | 0.01% | 732 |
|
|
2023
Q3 | $2.59M | Sell |
77,612
-14,508
| -16% | -$484K | ﹤0.01% | 745 |
|
|
2023
Q2 | $3.01M | Buy |
92,120
+11,779
| +15% | +$384K | ﹤0.01% | 669 |
|
|
2023
Q1 | $2.63M | Sell |
80,341
-118
| -0.1% | -$3.86K | ﹤0.01% | 690 |
|
|
2022
Q4 | $2.31M | Buy |
+80,459
| New | +$2.31M | ﹤0.01% | 704 |
|