Everett Harris & Co’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 | $506K | Buy |
9,149
+1,071
| +13% | +$59.2K | 0.01% | 221 |
|
|
2025
Q1 | $391K | Hold |
8,078
| – | – | 0.01% | 234 |
|
|
2024
Q4 | $438K | Hold |
8,078
| – | – | 0.01% | 210 |
|
|
2024
Q3 | $382K | Hold |
8,078
| – | – | ﹤0.01% | 213 |
|
|
2024
Q2 | $307K | Hold |
8,078
| – | – | ﹤0.01% | 225 |
|
|
2024
Q1 | $339K | Buy |
8,078
+725
| +10% | +$30.5K | ﹤0.01% | 210 |
|
|
2023
Q4 | $295K | Hold |
7,353
| – | – | ﹤0.01% | 216 |
|
|
2023
Q3 | $245K | Sell |
7,353
-17
| -0.2% | -$567 | ﹤0.01% | 225 |
|
|
2023
Q2 | $240K | Buy |
+7,370
| New | +$240K | ﹤0.01% | 230 |
|