Kestra Advisory Services’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 | $346K | Buy |
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|
2025
Q2 | $326K | Sell |
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|
2025
Q1 | $319K | Sell |
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|
2024
Q4 | $360K | Sell |
|
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|
2024
Q3 | $592K | Buy |
|
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|
2024
Q2 | $471K | Buy |
|
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $437K | Buy |
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|
2023
Q3 | $341K | Buy |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $226K | Buy |
|