Guardian Partners’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	$17.6M	Sell	314,866 -2,311	-0.7%	-$130K	1.59%	16
2025 Q1	$15.5M	Sell	317,177 -5,014	-2%	-$245K	1.6%	15
2024 Q4	$17.9M	Buy	+322,191	New	+$17.9M	1.83%	13