First Trust Advisors’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
Q2
$518K Sell
2025
Q1
$861K Sell
2024
Q4
$2.43M Sell
2024
Q3
$2.55M Buy
2024
Q2
$826K Sell
2024
Q1
$6.59M Sell
2023
Q4
$7.57M Buy
2023
Q3
$3.99M Buy
2023
Q2
$2.22M Buy