Needham Investment 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 | $694K | Hold |
12,570
| – | – | 0.06% | 135 |
|
|
2025
Q1 | $608K | Hold |
12,570
| – | – | 0.06% | 137 |
|
|
2024
Q4 | $681K | Hold |
12,570
| – | – | 0.05% | 138 |
|
|
2024
Q3 | $595K | Hold |
12,570
| – | – | 0.05% | 132 |
|
|
2024
Q2 | $478K | Hold |
12,570
| – | – | 0.04% | 133 |
|
|
2024
Q1 | $529K | Hold |
12,570
| – | – | 0.05% | 123 |
|
|
2023
Q4 | $505K | Hold |
12,570
| – | – | 0.06% | 120 |
|
|
2023
Q3 | $421K | Hold |
12,570
| – | – | 0.07% | 109 |
|
|
2023
Q2 | $411K | Hold |
12,570
| – | – | 0.07% | 108 |
|
|
2023
Q1 | $411K | Hold |
12,570
| – | – | 0.07% | 107 |
|
|
2022
Q4 | $360K | Buy |
+12,570
| New | +$360K | 0.07% | 109 |
|