Heron Bay Capital Management’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
$213K Sell
2025
Q2
$208K Buy
2025
Q1
Sell
2024
Q4
$201K Buy
2024
Q2
Sell
2024
Q1
$218K Sell
2023
Q4
$208K Buy