Smith Salley Wealth Management’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 | $6.43M | Buy |
116,233
+3,941
| +4% | +$218K | 0.37% | 56 |
|
|
2025
Q1 | $5.44M | Buy |
112,292
+574
| +0.5% | +$27.8K | 0.36% | 57 |
|
|
2024
Q4 | $6.05M | Buy |
111,718
+954
| +0.9% | +$51.7K | 0.39% | 55 |
|
|
2024
Q3 | $5.24M | Buy |
110,764
+3,155
| +3% | +$149K | 0.34% | 57 |
|
|
2024
Q2 | $4.09M | Buy |
107,609
+5,386
| +5% | +$205K | 0.29% | 61 |
|
|
2024
Q1 | $4.3M | Buy |
102,223
+9,265
| +10% | +$389K | 0.33% | 58 |
|
|
2023
Q4 | $3.73M | Buy |
92,958
+5,081
| +6% | +$204K | 0.24% | 72 |
|
|
2023
Q3 | $2.93M | Buy |
87,877
+4,772
| +6% | +$159K | 0.22% | 79 |
|
|
2023
Q2 | $2.71M | Buy |
83,105
+2,874
| +4% | +$93.8K | 0.2% | 82 |
|
|
2023
Q1 | $2.63M | Buy |
80,231
+4,268
| +6% | +$140K | 0.21% | 87 |
|
|
2022
Q4 | $2.18M | Buy |
+75,963
| New | +$2.18M | 0.19% | 92 |
|