Focus Partners Wealth’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 | $3.83M | Buy |
69,246
+300
| +0.4% | +$16.6K | 0.01% | 748 |
|
|
2025
Q1 | $3.34M | Sell |
68,946
-2,321
| -3% | -$112K | 0.01% | 734 |
|
|
2024
Q4 | $3.86M | Buy |
71,267
+1,159
| +2% | +$62.8K | 0.01% | 680 |
|
|
2024
Q3 | $3.32M | Sell |
70,108
-72,224
| -51% | -$3.42M | 0.01% | 655 |
|
|
2024
Q2 | $5.42M | Buy |
142,332
+76,215
| +115% | +$2.9M | 0.02% | 484 |
|
|
2024
Q1 | $2.78M | Buy |
66,117
+1,063
| +2% | +$44.7K | 0.02% | 430 |
|
|
2023
Q4 | $2.61M | Buy |
+65,054
| New | +$2.61M | 0.03% | 318 |
|