HDIM
Hanson & Doremus Investment Management’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72K | Hold |
1,298
| – | – | 0.01% | 289 |
|
|
2025
Q1 | $63K | Hold |
1,298
| – | – | 0.01% | 293 |
|
|
2024
Q4 | $70K | Hold |
1,298
| – | – | 0.01% | 272 |
|
|
2024
Q3 | $61K | Hold |
1,298
| – | – | 0.01% | 285 |
|
|
2024
Q2 | $49K | Sell |
1,298
-450
| -26% | -$17K | 0.01% | 298 |
|
|
2024
Q1 | $73K | Hold |
1,748
| – | – | 0.01% | 272 |
|
|
2023
Q4 | $70K | Hold |
1,748
| – | – | 0.01% | 273 |
|
|
2023
Q3 | $58K | Hold |
1,748
| – | – | 0.01% | 286 |
|
|
2023
Q2 | $57K | Buy |
+1,748
| New | +$57K | 0.01% | 283 |
|
|
2023
Q1 | – | Sell |
-302
| Closed | -$9K | – | 468 |
|
|
2022
Q4 | $9K | Buy |
+302
| New | +$9K | ﹤0.01% | 451 |
|