Foundations Investment Advisors’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
18,165
+2,596
| +17% | +$144K | 0.02% | 432 |
|
|
2025
Q1 | $754K | Buy |
15,569
+3,919
| +34% | +$190K | 0.01% | 471 |
|
|
2024
Q4 | $631K | Buy |
11,650
+4,996
| +75% | +$271K | 0.01% | 491 |
|
|
2024
Q3 | $315K | Buy |
6,654
+315
| +5% | +$14.9K | 0.01% | 623 |
|
|
2024
Q2 | $241K | Buy |
6,339
+126
| +2% | +$4.79K | 0.01% | 670 |
|
|
2024
Q1 | $261K | Sell |
6,213
-199
| -3% | -$8.36K | 0.01% | 613 |
|
|
2023
Q4 | $258K | Sell |
6,412
-179
| -3% | -$7.21K | 0.01% | 590 |
|
|
2023
Q3 | $220K | Buy |
+6,591
| New | +$220K | 0.01% | 588 |
|