Principal Securities’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
$451K Sell
2025
Q1
$449K Hold
2024
Q4
$449K Buy
2024
Q3
$372K Sell
2024
Q2
$333K Sell
2024
Q1
$555K Buy
2023
Q4
$485K Buy