Sequoia Financial Advisors’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	$16.1M	Buy	290,496 +1,114	+0.4%	+$61.6K	0.11%	141
2025 Q1	$14M	Sell	289,382 -50,566	-15%	-$2.45M	0.11%	161
2024 Q4	$18.4M	Buy	339,948 +39,340	+13%	+$2.13M	0.18%	115
2024 Q3	$14.2M	Buy	+300,608	New	+$14.2M	0.15%	125