Fiduciary Trust’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 | $375K | Buy |
6,789
+1,084
| +19% | +$59.9K | ﹤0.01% | 610 |
|
|
2025
Q1 | $276K | Sell |
5,705
-149
| -3% | -$7.22K | ﹤0.01% | 685 |
|
|
2024
Q4 | $317K | Sell |
5,854
-150
| -2% | -$8.13K | ﹤0.01% | 564 |
|
|
2024
Q3 | $284K | Hold |
6,004
| – | – | ﹤0.01% | 571 |
|
|
2024
Q2 | $228K | Sell |
6,004
-700
| -10% | -$26.6K | ﹤0.01% | 583 |
|
|
2024
Q1 | $282K | Buy |
6,704
+864
| +15% | +$36.3K | ﹤0.01% | 574 |
|
|
2023
Q4 | $235K | Sell |
5,840
-377
| -6% | -$15.1K | ﹤0.01% | 577 |
|
|
2023
Q3 | $207K | Buy |
+6,217
| New | +$207K | ﹤0.01% | 583 |
|