Prestige Wealth Management Group’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 | $18.3K | Hold |
331
| – | – | ﹤0.01% | 359 |
|
|
2025
Q1 | $16K | Hold |
331
| – | – | ﹤0.01% | 374 |
|
|
2024
Q4 | $17.9K | Hold |
331
| – | – | ﹤0.01% | 370 |
|
|
2024
Q3 | $15.7K | Buy |
331
+224
| +209% | +$10.6K | ﹤0.01% | 376 |
|
|
2024
Q2 | $4.07K | Buy |
107
+10
| +10% | +$381 | ﹤0.01% | 587 |
|
|
2024
Q1 | $4.08K | Hold |
97
| – | – | ﹤0.01% | 612 |
|
|
2023
Q4 | $3.9K | Hold |
97
| – | – | ﹤0.01% | 632 |
|
|
2023
Q3 | $3.24K | Hold |
97
| – | – | ﹤0.01% | 654 |
|
|
2023
Q2 | $3.17K | Hold |
97
| – | – | ﹤0.01% | 686 |
|
|
2023
Q1 | $3.18K | Hold |
97
| – | – | ﹤0.01% | 666 |
|
|
2022
Q4 | $2.78K | Buy |
+97
| New | +$2.78K | ﹤0.01% | 758 |
|