Moneta Group Investment Advisors’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
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.39M | Hold |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $980K | Sell |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $845K | Buy |
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|
2023
Q2 | $839K | Sell |
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|
2023
Q1 | $835K | Buy |
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|
2022
Q4 | $728K | Buy |
|