Harbor Investment Advisory’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
$3.59K Hold
65
﹤0.01% 1026
2025
Q1
$3.15K Hold
65
﹤0.01% 1030
2024
Q4
$3.52K Hold
65
﹤0.01% 994
2024
Q3
$3.08K Hold
65
﹤0.01% 1021
2024
Q2
$2.47K Sell
65
-47
-42% -$1.79K ﹤0.01% 1048
2024
Q1
$4.71K Buy
112
+47
+72% +$1.98K ﹤0.01% 986
2023
Q4
$2.62K Hold
65
﹤0.01% 1019
2023
Q3
$2.18K Hold
65
﹤0.01% 1034
2023
Q2
$2.12K Hold
65
﹤0.01% 1208
2023
Q1
$2.13K Sell
65
-445
-87% -$14.6K ﹤0.01% 1215
2022
Q4
$14.6K Buy
+510
New +$14.6K ﹤0.01% 954