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Ritholtz Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Ritholtz Wealth Management’s Portfolio BAM Stock Details BAM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$290K Sell
5,241
-7,764
-60% -$429K 0.01% 804
2025
Q1 		$630K Sell
13,005
-74
-0.6% -$3.59K 0.02% 526
2024
Q4 		$709K Buy
13,079
+8,179
+167% +$443K 0.02% 468
2024
Q3 		$232K Buy
+4,900
New +$232K 0.01% 771