Ervin Investment Management’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
$1.86M Sell
33,561
-1,178
-3% -$65.1K 1.16% 19
2025
Q1
$1.68M Sell
34,739
-113
-0.3% -$5.48K 1.14% 18
2024
Q4
$1.89M Sell
34,852
-1,909
-5% -$103K 1.22% 17
2024
Q3
$1.74M Sell
36,761
-30
-0.1% -$1.42K 1.12% 18
2024
Q2
$1.4M Sell
36,791
-1,168
-3% -$44.4K 0.97% 20
2024
Q1
$1.6M Buy
+37,959
New +$1.6M 1.12% 16