Harbor Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $3.41K | Hold |
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|
2025
Q3 | $3.7K | Hold |
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|
2025
Q2 | $3.59K | Hold |
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|
2025
Q1 | $3.15K | Hold |
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|
2024
Q4 | $3.52K | Hold |
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|
2024
Q3 | $3.08K | Hold |
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|
2024
Q2 | $2.47K | Sell |
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|
2024
Q1 | $4.71K | Buy |
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|
2023
Q4 | $2.62K | Hold |
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|
2023
Q3 | $2.18K | Hold |
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|
2023
Q2 | $2.12K | Hold |
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|
2023
Q1 | $2.13K | Sell |
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|
2022
Q4 | $14.6K | Buy |
|