Principal Financial Group’s Brookfield Asset Management BAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$426M Sell
2025
Q1
$379M Sell
2024
Q4
$484M Buy
2024
Q3
$419M Buy
2024
Q2
$336M Sell
2024
Q1
$463M Sell
2023
Q4
$453M Sell
2023
Q3
$392M Sell
2023
Q2
$388M Sell
2023
Q1
$406M Sell
2022
Q4
$357M Buy