Motley Fool Wealth Management’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
2026 Q1	$4.4M	Sell	98,935 -55,296	-36%	-$2.7M	0.5%	70
2025 Q4	$8.08M	Sell	154,231 -30,118	-16%	-$1.62M	0.63%	57
2025 Q3	$10.5M	Sell	184,349 -25,431	-12%	-$1.51M	0.71%	51
2025 Q2	$11.6M	Sell	209,780 -51,630	-20%	-$2.77M	0.7%	47
2025 Q1	$12.7M	Sell	261,410 -35,792	-12%	-$1.95M	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%	-$1.37M	0.77%	40
2024 Q2	$13.6M	Buy	357,609 +256,227	+253%	+$10.1M	0.69%	50
2024 Q1	$4.26M	Sell	101,382 -668	-0.7%	-$27K	0.22%	97
2023 Q4	$4.09M	Sell	102,050 -981	-1%	-$33.2K	0.21%	98
2023 Q3	$3.42M	Buy	103,031 +485	+0.5%	+$16.4K	0.2%	95
2023 Q2	$3.34M	Sell	102,546 -969	-0.9%	-$31.2K	0.2%	96
2023 Q1	$3.39M	Sell	103,515 -1,221	-1%	-$39.7K	0.21%	90
2022 Q4	$3M	Buy	+104,736	New	+$3.15M	0.21%	92