EWM
Evercore Wealth Management’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Sell |
5,946
-250
| -4% | -$13.8K | 0.01% | 334 |
|
|
2025
Q1 | $300K | Hold |
6,196
| – | – | ﹤0.01% | 335 |
|
|
2024
Q4 | $336K | Sell |
6,196
-726
| -10% | -$39.3K | 0.01% | 327 |
|
|
2024
Q3 | $327K | Hold |
6,922
| – | – | ﹤0.01% | 330 |
|
|
2024
Q2 | $263K | Hold |
6,922
| – | – | ﹤0.01% | 353 |
|
|
2024
Q1 | $291K | Hold |
6,922
| – | – | ﹤0.01% | 346 |
|
|
2023
Q4 | $278K | Hold |
6,922
| – | – | ﹤0.01% | 358 |
|
|
2023
Q3 | $231K | Hold |
6,922
| – | – | ﹤0.01% | 363 |
|
|
2023
Q2 | $226K | Sell |
6,922
-193
| -3% | -$6.3K | ﹤0.01% | 381 |
|
|
2023
Q1 | $233K | Sell |
7,115
-503
| -7% | -$16.5K | ﹤0.01% | 364 |
|
|
2022
Q4 | $218K | Buy |
+7,618
| New | +$218K | ﹤0.01% | 377 |
|