Envestnet Asset Management’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
$23.8M Buy
2025
Q1
$20.5M Sell
2024
Q4
$23.4M Sell
2024
Q3
$21.2M Sell
2024
Q2
$18.5M Sell
2024
Q1
$20.8M Buy
2023
Q4
$18.4M Buy
2023
Q3
$12.1M Buy
2023
Q2
$7.65M Buy
2023
Q1
$7.65M Buy
2022
Q4
$5.51M Buy