Culbertson A N & Co’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
Q2
$758K Sell
2025
Q1
$683K Hold
2024
Q4
$764K Hold
2024
Q3
$667K Sell
2024
Q2
$572K Sell
2024
Q1
$636K Sell
2023
Q4
$643K Sell
2023
Q3
$560K Sell
2023
Q2
$583K Sell
2023
Q1
$689K Sell
2022
Q4
$624K Buy