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