United Capital Financial Advisors’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 | $342K | Buy |
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|
2025
Q2 | $314K | Buy |
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|
2025
Q1 | $259K | Buy |
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|
2024
Q4 | $290K | Sell |
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|
2024
Q3 | $275K | Sell |
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|
2024
Q2 | $269K | Sell |
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|
2024
Q1 | $358K | Sell |
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|
2023
Q4 | $723K | Sell |
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|
2023
Q3 | $3.56M | Buy |
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|
2023
Q2 | $3.4M | Buy |
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|
2023
Q1 | $2.74M | Buy |
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|
2022
Q4 | $2.06M | Buy |
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