Mutual 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 | $532K | Sell |
8,438
-912
| -10% | -$57.5K | 0.01% | 754 |
|
|
2025
Q1 | $495K | Buy |
9,350
+952
| +11% | +$50.4K | 0.01% | 717 |
|
|
2024
Q4 | $462K | Sell |
8,398
-1,106
| -12% | -$60.9K | 0.01% | 727 |
|
|
2024
Q3 | $499K | Sell |
9,504
-8,578
| -47% | -$450K | 0.01% | 704 |
|
|
2024
Q2 | $763K | Sell |
18,082
-1,219
| -6% | -$51.5K | 0.02% | 571 |
|
|
2024
Q1 | $811K | Sell |
19,301
-812
| -4% | -$34.1K | 0.03% | 545 |
|
|
2023
Q4 | $808K | Buy |
+20,113
| New | +$808K | 0.03% | 513 |
|