Summitry LLC’s Brookfield Asset Management BAM Stock Holding History

Summitry LLC’s Portfolio BAM Stock Details BAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.68M	Buy
2025 Q2	$7.99M	Buy
2025 Q1	$6.53M	Buy
2024 Q4	$6.88M	Buy
2024 Q3	$5.91M	Sell
2024 Q2	$4.94M	Buy
2024 Q1	$5.3M	Sell
2023 Q4	$5.24M	Buy
2023 Q3	$4.13M	Buy