J.V. Bruni & Co’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
Q2
$15.7M Sell
2025
Q1
$14M Sell
2024
Q4
$15.9M Sell
2024
Q3
$17.9M Sell
2024
Q2
$14.7M Sell
2024
Q1
$16.2M Sell
2023
Q4
$15.6M Buy
2023
Q3
$12.9M Buy
2023
Q2
$12.4M Sell
2023
Q1
$12.5M Buy
2022
Q4
$10.5M Buy