Montrusco Bolton Investments’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 | $18.7M | Buy |
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|
2025
Q2 | $17.3M | Sell |
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|
2025
Q1 | $20.4M | Sell |
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|
2024
Q4 | $28.1M | Sell |
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|
2024
Q3 | $31.8M | Sell |
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|
2024
Q2 | $67.8M | Buy |
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|
2024
Q1 | $60.8M | Buy |
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|
2023
Q4 | $50.8M | Sell |
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|
2023
Q3 | $56.5M | Buy |
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|
2023
Q2 | $16.2M | Sell |
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|
2023
Q1 | $26M | Sell |
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|
2022
Q4 | $23.3M | Buy |
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