Cresset Asset Management’s Brookfield Asset Management BAM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$629K Buy
11,378
+39
+0.3% +$2.16K ﹤0.01% 949
2025
Q1
$549K Buy
11,339
+1,391
+14% +$67.3K ﹤0.01% 1002
2024
Q4
$539K Sell
9,948
-5,433
-35% -$295K ﹤0.01% 1036
2024
Q3
$728K Buy
15,381
+970
+7% +$45.9K ﹤0.01% 1296
2024
Q2
$548K Buy
14,411
+9,076
+170% +$345K ﹤0.01% 1362
2024
Q1
$224K Buy
+5,335
New +$224K ﹤0.01% 1704