MGWM
Marks Group Wealth Management’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.95M | Sell |
161,906
-1,607
| -1% | -$88.8K | 0.83% | 43 |
|
|
2025
Q1 | $7.92M | Sell |
163,513
-7,258
| -4% | -$352K | 0.76% | 62 |
|
|
2024
Q4 | $9.25M | Sell |
170,771
-909
| -0.5% | -$49.3K | 0.91% | 30 |
|
|
2024
Q3 | $8.12M | Buy |
171,680
+6,421
| +4% | +$304K | 0.78% | 66 |
|
|
2024
Q2 | $6.29M | Buy |
165,259
+3,999
| +2% | +$152K | 0.66% | 73 |
|
|
2024
Q1 | $6.78M | Buy |
161,260
+4,317
| +3% | +$181K | 0.71% | 66 |
|
|
2023
Q4 | $6.3M | Buy |
156,943
+4,221
| +3% | +$170K | 0.72% | 65 |
|
|
2023
Q3 | $5.09M | Sell |
152,722
-644
| -0.4% | -$21.5K | 0.63% | 75 |
|
|
2023
Q2 | $5M | Sell |
153,366
-36
| -0% | -$1.18K | 0.6% | 75 |
|
|
2023
Q1 | $5.02M | Buy |
153,402
+114,064
| +290% | +$3.73M | 0.64% | 68 |
|
|
2022
Q4 | $1.13M | Buy |
+39,338
| New | +$1.13M | 0.15% | 153 |
|