Steward Partners Investment Advisory’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
Q3 | $4.77M | Sell |
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|
2025
Q2 | $5.27M | Sell |
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|
2025
Q1 | $5.09M | Buy |
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|
2024
Q4 | $5.36M | Sell |
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|
2024
Q3 | $4.82M | Sell |
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|
2024
Q2 | $4.03M | Sell |
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|
2024
Q1 | $5.09M | Buy |
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|
2023
Q4 | $4.84M | Buy |
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|
2023
Q3 | $2.74M | Buy |
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|
2023
Q2 | $1.66M | Buy |
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|
2023
Q1 | $1.51M | Buy |
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|
2022
Q4 | $1.28M | Buy |
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