SAM
Silvercrest Asset Management’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
5,147
| – | – | ﹤0.01% | 771 |
|
|
2025
Q1 | $249K | Hold |
5,147
| – | – | ﹤0.01% | 786 |
|
|
2024
Q4 | $279K | Hold |
5,147
| – | – | ﹤0.01% | 764 |
|
|
2024
Q3 | $243K | Buy |
+5,147
| New | +$243K | ﹤0.01% | 751 |
|
|
2024
Q2 | – | Sell |
-5,147
| Closed | -$216K | – | 907 |
|
|
2024
Q1 | $216K | Hold |
5,147
| – | – | ﹤0.01% | 847 |
|
|
2023
Q4 | $207K | Buy |
+5,147
| New | +$207K | ﹤0.01% | 798 |
|
|
2023
Q1 | – | Sell |
-52,499
| Closed | -$1.65M | – | 796 |
|
|
2022
Q4 | $1.65M | Buy |
+52,499
| New | +$1.65M | 0.01% | 501 |
|