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 |
|