Mar Vista Investment Partners’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 | $3.37K | Hold |
61
| – | – | ﹤0.01% | 57 |
|
|
2025
Q1 | $2.96K | Sell |
61
-29
| -32% | -$1.41K | ﹤0.01% | 55 |
|
|
2024
Q4 | $4.88K | Buy |
90
+8
| +10% | +$434 | ﹤0.01% | 54 |
|
|
2024
Q3 | $3.88K | Hold |
82
| – | – | ﹤0.01% | 58 |
|
|
2024
Q2 | $3.12K | Sell |
82
-19,079
| -100% | -$726K | ﹤0.01% | 61 |
|
|
2024
Q1 | $805K | Hold |
19,161
| – | – | 0.04% | 43 |
|
|
2023
Q4 | $770K | Buy |
19,161
+3,329
| +21% | +$134K | 0.04% | 45 |
|
|
2023
Q3 | $528K | Hold |
15,832
| – | – | 0.03% | 45 |
|
|
2023
Q2 | $517K | Buy |
15,832
+5
| +0% | +$163 | 0.02% | 44 |
|
|
2023
Q1 | $518K | Buy |
15,827
+486
| +3% | +$15.9K | 0.02% | 45 |
|
|
2022
Q4 | $440K | Buy |
+15,341
| New | +$440K | 0.02% | 46 |
|