Mar Vista Investment Partners’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
Sell
2025
Q2
$3.37K Hold
2025
Q1
$2.96K Sell
2024
Q4
$4.88K Buy
2024
Q3
$3.88K Hold
2024
Q2
$3.12K Sell
2024
Q1
$805K Hold
2023
Q4
$770K Buy
2023
Q3
$528K Hold
2023
Q2
$517K Buy
2023
Q1
$518K Buy
2022
Q4
$440K Buy