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
2025
Q3
$3.7K Hold
2025
Q2
$3.59K Hold
2025
Q1
$3.15K Hold
2024
Q4
$3.52K Hold
2024
Q3
$3.08K Hold
2024
Q2
$2.47K Sell
2024
Q1
$4.71K Buy
2023
Q4
$2.62K Hold
2023
Q3
$2.18K Hold
2023
Q2
$2.12K Hold
2023
Q1
$2.13K Sell
2022
Q4
$14.6K Buy