Moneta Group Investment Advisors’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 | $1.41M | Buy |
25,544
+38
| +0.1% | +$2.1K | 0.02% | 265 |
|
|
2025
Q1 | $1.24M | Sell |
25,506
-172
| -0.7% | -$8.33K | 0.02% | 262 |
|
|
2024
Q4 | $1.39M | Hold |
25,678
| – | – | 0.02% | 251 |
|
|
2024
Q3 | $1.21M | Buy |
25,678
+6,861
| +36% | +$324K | 0.02% | 258 |
|
|
2024
Q2 | $980K | Sell |
18,817
-102
| -0.5% | -$5.31K | 0.02% | 273 |
|
|
2024
Q1 | $1.08M | Sell |
18,919
-6,800
| -26% | -$387K | 0.02% | 265 |
|
|
2023
Q4 | $1.03M | Buy |
25,719
+364
| +1% | +$14.6K | 0.02% | 237 |
|
|
2023
Q3 | $845K | Buy |
25,355
+5,955
| +31% | +$199K | 0.02% | 243 |
|
|
2023
Q2 | $839K | Sell |
19,400
-6,134
| -24% | -$265K | 0.02% | 248 |
|
|
2023
Q1 | $835K | Buy |
25,534
+3,249
| +15% | +$106K | 0.02% | 235 |
|
|
2022
Q4 | $728K | Buy |
+22,285
| New | +$728K | 0.02% | 245 |
|