Heron Bay Capital 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 | $208K | Buy |
+3,759
| New | +$208K | 0.04% | 84 |
|
|
2025
Q1 | – | Sell |
-3,712
| Closed | -$201K | – | 119 |
|
|
2024
Q4 | $201K | Buy |
+3,712
| New | +$201K | 0.04% | 85 |
|
|
2024
Q2 | – | Sell |
-5,179
| Closed | -$218K | – | 95 |
|
|
2024
Q1 | $218K | Sell |
5,179
-1
| -0% | -$42 | 0.05% | 82 |
|
|
2023
Q4 | $208K | Buy |
+5,180
| New | +$208K | 0.05% | 77 |
|