Schneider Downs Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Hold |
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|
2025
Q1 | $346K | Hold |
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|
2024
Q4 | $387K | Sell |
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|
2024
Q3 | $394K | Sell |
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|
2024
Q2 | $325K | Hold |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $324K | Hold |
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|
2023
Q3 | $269K | Hold |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $264K | Hold |
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|
2022
Q4 | $231K | Buy |
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