HighTower Advisors’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
$10.3M Buy
186,697
+42,017
+29% +$2.32M 0.01% 783
2025
Q1
$7.01M Buy
144,680
+6,735
+5% +$326K 0.01% 913
2024
Q4
$7.48M Buy
137,945
+3,193
+2% +$173K 0.01% 878
2024
Q3
$6.37M Buy
134,752
+4,862
+4% +$230K 0.01% 938
2024
Q2
$4.94M Buy
129,890
+11,345
+10% +$432K 0.01% 1009
2024
Q1
$4.99M Sell
118,545
-48,024
-29% -$2.02M 0.01% 971
2023
Q4
$6.66M Sell
166,569
-9,809
-6% -$392K 0.01% 849
2023
Q3
$5.9M Sell
176,378
-2,338
-1% -$78.2K 0.01% 851
2023
Q2
$5.83M Sell
178,716
-579
-0.3% -$18.9K 0.01% 838
2023
Q1
$5.86M Buy
179,295
+36,896
+26% +$1.21M 0.01% 786
2022
Q4
$4.03M Buy
+142,399
New +$4.03M 0.01% 938