Fiduciary Trust’s Brookfield Asset Management BAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$612K Buy
2025
Q2
$375K Buy
2025
Q1
$276K Sell
2024
Q4
$317K Sell
2024
Q3
$284K Hold
2024
Q2
$228K Sell
2024
Q1
$282K Buy
2023
Q4
$235K Sell
2023
Q3
$207K Buy