Hendershot Investments’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 | $408K | Hold |
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|
2025
Q2 | $396K | Hold |
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|
2025
Q1 | $347K | Hold |
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|
2024
Q4 | $388K | Sell |
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|
2024
Q3 | $366K | Sell |
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|
2024
Q2 | $359K | Sell |
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|
2024
Q1 | $515K | Hold |
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|
2023
Q4 | $492K | Sell |
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|
2023
Q3 | $418K | Sell |
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|
2023
Q2 | $413K | Sell |
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|
2023
Q1 | $422K | Sell |
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|
2022
Q4 | $429K | Buy |
|