Richardson Financial Services’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 | $65.4K | Sell |
1,190
-10
| -0.8% | -$549 | 0.04% | 231 |
|
|
2025
Q1 | $58.1K | Buy |
1,200
+100
| +9% | +$4.85K | 0.04% | 231 |
|
|
2024
Q4 | $60K | Buy |
1,100
+140
| +15% | +$7.64K | 0.04% | 239 |
|
|
2024
Q3 | $36.5K | Hold |
960
| – | – | 0.02% | 284 |
|
|
2024
Q2 | $36.5K | Buy |
960
+755
| +368% | +$28.7K | 0.03% | 269 |
|
|
2024
Q1 | $8.61K | Buy |
+205
| New | +$8.61K | 0.01% | 420 |
|