Motley Fool Wealth Management’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
$11.6M Sell
209,780
-51,630
-20% -$2.85M 0.7% 47
2025
Q1
$12.7M Sell
261,410
-35,792
-12% -$1.73M 0.75% 47
2024
Q4
$16M Sell
297,202
-27,604
-8% -$1.49M 0.83% 34
2024
Q3
$15.4M Sell
324,806
-32,803
-9% -$1.55M 0.77% 40
2024
Q2
$13.6M Buy
357,609
+256,227
+253% +$9.74M 0.69% 50
2024
Q1
$4.26M Sell
101,382
-668
-0.7% -$28.1K 0.22% 97
2023
Q4
$4.09M Sell
102,050
-981
-1% -$39.3K 0.21% 98
2023
Q3
$3.42M Buy
103,031
+485
+0.5% +$16.1K 0.2% 95
2023
Q2
$3.34M Sell
102,546
-969
-0.9% -$31.6K 0.2% 96
2023
Q1
$3.39M Sell
103,515
-1,221
-1% -$40K 0.21% 90
2022
Q4
$3M Buy
+104,736
New +$3M 0.21% 92