Principal Financial Group’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426M | Sell |
7,706,445
-117,948
| -2% | -$6.52M | 0.23% | 96 |
|
|
2025
Q1 | $379M | Sell |
7,824,393
-1,105,973
| -12% | -$53.6M | 0.21% | 106 |
|
|
2024
Q4 | $484M | Buy |
8,930,366
+62,908
| +0.7% | +$3.41M | 0.26% | 78 |
|
|
2024
Q3 | $419M | Buy |
8,867,458
+24,409
| +0.3% | +$1.15M | 0.23% | 97 |
|
|
2024
Q2 | $336M | Sell |
8,843,049
-2,178,151
| -20% | -$82.9M | 0.2% | 108 |
|
|
2024
Q1 | $463M | Sell |
11,021,200
-258,157
| -2% | -$10.8M | 0.27% | 81 |
|
|
2023
Q4 | $453M | Sell |
11,279,357
-464,892
| -4% | -$18.7M | 0.29% | 80 |
|
|
2023
Q3 | $392M | Sell |
11,744,249
-138,981
| -1% | -$4.64M | 0.28% | 84 |
|
|
2023
Q2 | $388M | Sell |
11,883,230
-516,092
| -4% | -$16.8M | 0.27% | 91 |
|
|
2023
Q1 | $406M | Sell |
12,399,322
-55,732
| -0.4% | -$1.82M | 0.29% | 87 |
|
|
2022
Q4 | $357M | Buy |
+12,455,054
| New | +$357M | 0.27% | 96 |
|