Needham Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Hold |
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|
2025
Q1 | $608K | Hold |
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|
2024
Q4 | $681K | Hold |
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|
2024
Q3 | $595K | Hold |
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|
2024
Q2 | $478K | Hold |
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|
2024
Q1 | $529K | Hold |
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|
2023
Q4 | $505K | Hold |
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|
2023
Q3 | $421K | Hold |
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|
2023
Q2 | $411K | Hold |
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|
2023
Q1 | $411K | Hold |
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|
2022
Q4 | $360K | Buy |
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