UMB Bank’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 | $645K | Buy |
11,671
+4,500
| +63% | +$249K | 0.01% | 381 |
|
|
2025
Q1 | $347K | Hold |
7,171
| – | – | 0.01% | 464 |
|
|
2024
Q4 | $389K | Buy |
7,171
+6,093
| +565% | +$330K | 0.01% | 438 |
|
|
2024
Q3 | $51K | Hold |
1,078
| – | – | ﹤0.01% | 869 |
|
|
2024
Q2 | $41K | Sell |
1,078
-856
| -44% | -$32.6K | ﹤0.01% | 866 |
|
|
2024
Q1 | $81.3K | Buy |
1,934
+853
| +79% | +$35.8K | ﹤0.01% | 749 |
|
|
2023
Q4 | $43.4K | Hold |
1,081
| – | – | ﹤0.01% | 867 |
|
|
2023
Q3 | $36K | Hold |
1,081
| – | – | ﹤0.01% | 908 |
|
|
2023
Q2 | $35.3K | Hold |
1,081
| – | – | ﹤0.01% | 935 |
|
|
2023
Q1 | $35.4K | Buy |
+1,081
| New | +$35.4K | ﹤0.01% | 930 |
|