NewEdge Wealth’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 | $314K | Buy |
5,147
+90
| +2% | +$5.48K | ﹤0.01% | 821 |
|
|
2025
Q1 | $245K | Buy |
5,057
+15
| +0.3% | +$727 | ﹤0.01% | 821 |
|
|
2024
Q4 | $273K | Sell |
5,042
-3,845
| -43% | -$208K | ﹤0.01% | 792 |
|
|
2024
Q3 | $420K | Buy |
+8,887
| New | +$420K | 0.01% | 657 |
|
|
2024
Q2 | – | Sell |
-5,238
| Closed | -$202K | – | 765 |
|
|
2024
Q1 | $202K | Buy |
+5,238
| New | +$202K | ﹤0.01% | 769 |
|