Plato 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	–	Sell	-1,075	Closed	-$52.6K	–	521
2025 Q1	$52.6K	Sell	1,075 -9,294	-90%	-$455K	﹤0.01%	456
2024 Q4	$564K	Buy	10,369 +6,580	+174%	+$358K	0.04%	327
2024 Q3	$179K	Buy	+3,789	New	+$179K	0.01%	391