Larson Financial Group’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 | $58.4K | Sell |
1,057
-40
| -4% | -$2.21K | ﹤0.01% | 1014 |
|
2025
Q1 | $53.2K | Buy |
1,097
+1,004
| +1,080% | +$48.6K | ﹤0.01% | 1001 |
|
2024
Q4 | $5.04K | Buy |
93
+91
| +4,550% | +$4.93K | ﹤0.01% | 1657 |
|
2024
Q3 | $95 | Hold |
2
| – | – | ﹤0.01% | 2527 |
|
2024
Q2 | $76 | Buy |
+2
| New | +$76 | ﹤0.01% | 2291 |
|
2024
Q1 | – | Sell |
-29
| Closed | -$1.17K | – | 1793 |
|
2023
Q4 | $1.17K | Sell |
29
-23
| -44% | -$924 | ﹤0.01% | 1441 |
|
2023
Q3 | $1.73K | Buy |
52
+23
| +79% | +$767 | ﹤0.01% | 1384 |
|
2023
Q2 | $946 | Hold |
29
| – | – | ﹤0.01% | 1370 |
|
2023
Q1 | $949 | Hold |
29
| – | – | ﹤0.01% | 1349 |
|
2022
Q4 | $831 | Buy |
+29
| New | +$831 | ﹤0.01% | 1319 |
|