Madison Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$7.66M Buy
229,898
+123
+0.1% +$4.1K 1.61% 12
2023
Q2
$7.5M Buy
229,775
+23,802
+12% +$777K 1.52% 15
2023
Q1
$6.74M Buy
205,973
+78,202
+61% +$2.56M 1.46% 17
2022
Q4
$3.66M Buy
+127,771
New +$3.66M 0.84% 36