NewEdge 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
$47K Sell
850
-11
-1% -$608 ﹤0.01% 2681
2025
Q1
$41.7K Buy
861
+3
+0.3% +$145 ﹤0.01% 2611
2024
Q4
$46.5K Buy
858
+325
+61% +$17.6K ﹤0.01% 2543
2024
Q3
$25.2K Hold
533
﹤0.01% 2653
2024
Q2
$20.3K Hold
533
﹤0.01% 2619
2024
Q1
$22.4K Hold
533
﹤0.01% 2595
2023
Q4
$21.4K Buy
533
+1
+0.2% +$40 ﹤0.01% 2551
2023
Q3
$17.7K Hold
532
﹤0.01% 2410
2023
Q2
$17.4K Hold
532
﹤0.01% 2418
2023
Q1
$17.4K Sell
532
-420
-44% -$13.7K ﹤0.01% 2385
2022
Q4
$11K Buy
+952
New +$11K ﹤0.01% 2341