TW
TritonPoint Wealth’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Sell |
73,728
-1,960
| -3% | -$108K | 0.38% | 70 |
|
|
2025
Q1 | $3.67M | Sell |
75,688
-696
| -0.9% | -$33.7K | 0.35% | 76 |
|
|
2024
Q4 | $4.14M | Sell |
76,384
-6,402
| -8% | -$347K | 0.37% | 72 |
|
|
2024
Q3 | $3.91M | Buy |
82,786
+3,383
| +4% | +$160K | 0.36% | 79 |
|
|
2024
Q2 | $3.02M | Buy |
79,403
+1,209
| +2% | +$46K | 0.29% | 86 |
|
|
2024
Q1 | $3.04M | Buy |
78,194
+321
| +0.4% | +$12.5K | 0.32% | 77 |
|
|
2023
Q4 | $3.13M | Buy |
+77,873
| New | +$3.13M | 0.31% | 81 |
|