Northwestern Mutual Wealth 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 | $139K | Buy |
2,512
+497
| +25% | +$27.5K | ﹤0.01% | 1893 |
|
|
2025
Q1 | $97.6K | Buy |
2,015
+299
| +17% | +$14.5K | ﹤0.01% | 1939 |
|
|
2024
Q4 | $93K | Buy |
1,716
+83
| +5% | +$4.5K | ﹤0.01% | 1946 |
|
|
2024
Q3 | $77.2K | Buy |
1,633
+662
| +68% | +$31.3K | ﹤0.01% | 2009 |
|
|
2024
Q2 | $37K | Sell |
971
-185
| -16% | -$7.04K | ﹤0.01% | 2192 |
|
|
2024
Q1 | $48.6K | Sell |
1,156
-4
| -0.3% | -$168 | ﹤0.01% | 2092 |
|
|
2023
Q4 | $46.6K | Buy |
1,160
+189
| +19% | +$7.6K | ﹤0.01% | 2086 |
|
|
2023
Q3 | $32.4K | Buy |
971
+55
| +6% | +$1.84K | ﹤0.01% | 2134 |
|
|
2023
Q2 | $29.9K | Sell |
916
-138
| -13% | -$4.5K | ﹤0.01% | 2170 |
|
|
2023
Q1 | $34.5K | Sell |
1,054
-11,182
| -91% | -$366K | ﹤0.01% | 2075 |
|
|
2022
Q4 | $351K | Buy |
+12,236
| New | +$351K | ﹤0.01% | 1234 |
|