Hemington Wealth Management’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 | $310K | Sell |
5,609
-70
| -1% | -$3.87K | 0.04% | 101 |
|
|
2025
Q1 | $275K | Sell |
5,679
-19
| -0.3% | -$920 | 0.04% | 105 |
|
|
2024
Q4 | $308K | Hold |
5,698
| – | – | 0.08% | 92 |
|
|
2024
Q3 | $302K | Buy |
5,698
+34
| +0.6% | +$1.8K | 0.08% | 93 |
|
|
2024
Q2 | $215K | Buy |
5,664
+410
| +8% | +$15.6K | 0.07% | 107 |
|
|
2024
Q1 | $221K | Hold |
5,254
| – | – | 0.08% | 106 |
|
|
2023
Q4 | $211K | Buy |
+5,254
| New | +$211K | 0.08% | 99 |
|