Trust Company of Vermont’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 | $59.2K | Buy |
1,070
+508
| +90% | +$28.1K | ﹤0.01% | 525 |
|
|
2025
Q1 | $27.2K | Hold |
562
| – | – | ﹤0.01% | 617 |
|
|
2024
Q4 | $30.5K | Hold |
562
| – | – | ﹤0.01% | 605 |
|
|
2024
Q3 | $26.6K | Hold |
562
| – | – | ﹤0.01% | 612 |
|
|
2024
Q2 | $21.4K | Hold |
562
| – | – | ﹤0.01% | 602 |
|
|
2024
Q1 | $23.6K | Hold |
562
| – | – | ﹤0.01% | 594 |
|
|
2023
Q4 | $22.6K | Sell |
562
-2,434
| -81% | -$97.8K | ﹤0.01% | 531 |
|
|
2023
Q3 | $99.9K | Sell |
2,996
-10,308
| -77% | -$344K | 0.01% | 368 |
|
|
2023
Q2 | $434K | Sell |
13,304
-5,566
| -29% | -$182K | 0.03% | 232 |
|
|
2023
Q1 | $617K | Sell |
18,870
-7,158
| -28% | -$234K | 0.04% | 207 |
|
|
2022
Q4 | $746K | Buy |
+26,028
| New | +$746K | 0.05% | 194 |
|