Farther Finance Advisors’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 | $16.6K | Sell |
301
-930
| -76% | -$51.4K | ﹤0.01% | 2784 |
|
|
2025
Q1 | $60.9K | Buy |
1,231
+52
| +4% | +$2.57K | ﹤0.01% | 1800 |
|
|
2024
Q4 | $63.9K | Sell |
1,179
-41
| -3% | -$2.22K | ﹤0.01% | 1529 |
|
|
2024
Q3 | $57.7K | Sell |
1,220
-461
| -27% | -$21.8K | ﹤0.01% | 1570 |
|
|
2024
Q2 | $63K | Sell |
1,681
-125
| -7% | -$4.69K | ﹤0.01% | 1315 |
|
|
2024
Q1 | $75.7K | Sell |
1,806
-126
| -7% | -$5.28K | ﹤0.01% | 1039 |
|
|
2023
Q4 | $77.6K | Sell |
1,932
-24
| -1% | -$964 | 0.01% | 878 |
|
|
2023
Q3 | $65.2K | Sell |
1,956
-208
| -10% | -$6.94K | 0.01% | 694 |
|
|
2023
Q2 | $70.6K | Sell |
2,164
-1,485
| -41% | -$48.5K | 0.02% | 563 |
|
|
2023
Q1 | $119K | Sell |
3,649
-170
| -4% | -$5.56K | 0.03% | 360 |
|
|
2022
Q4 | $109K | Buy |
+3,819
| New | +$109K | 0.04% | 306 |
|