Provenance Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $50K | Hold |
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|
2025
Q4 | $58.9K | Hold |
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|
2025
Q3 | $64K | Hold |
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|
2025
Q2 | $62.1K | Hold |
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|
2025
Q1 | $54.5K | Sell |
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|
2024
Q4 | $127K | Sell |
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|
2024
Q3 | $430K | Buy |
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|
2024
Q2 | $336K | Buy |
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|
2024
Q1 | $357K | Buy |
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|
2023
Q4 | $331K | Buy |
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|
2023
Q3 | $241K | Buy |
|