Herold Advisors’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 | $643K | Sell |
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|
2025
Q2 | $707K | Hold |
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|
2025
Q1 | $619K | Hold |
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|
2024
Q4 | $694K | Hold |
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|
2024
Q3 | $606K | Sell |
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|
2024
Q2 | $489K | Sell |
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|
2024
Q1 | $598K | Sell |
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|
2023
Q4 | $598K | Hold |
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|
2023
Q3 | $496K | Hold |
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|
2023
Q2 | $484K | Hold |
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|
2023
Q1 | $485K | Sell |
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|
2022
Q4 | $424K | Buy |
|