United Capital Financial Advisors’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 | $314K | Buy |
5,680
+324
| +6% | +$17.9K | ﹤0.01% | 900 |
|
|
2025
Q1 | $259K | Buy |
5,356
+4
| +0.1% | +$194 | ﹤0.01% | 927 |
|
|
2024
Q4 | $290K | Sell |
5,352
-455
| -8% | -$24.7K | ﹤0.01% | 887 |
|
|
2024
Q3 | $275K | Sell |
5,807
-1,259
| -18% | -$59.5K | ﹤0.01% | 907 |
|
|
2024
Q2 | $269K | Sell |
7,066
-1,446
| -17% | -$55K | ﹤0.01% | 885 |
|
|
2024
Q1 | $358K | Sell |
8,512
-9,480
| -53% | -$398K | ﹤0.01% | 822 |
|
|
2023
Q4 | $723K | Sell |
17,992
-88,724
| -83% | -$3.56M | 0.01% | 635 |
|
|
2023
Q3 | $3.56M | Buy |
106,716
+2,488
| +2% | +$83K | 0.02% | 347 |
|
|
2023
Q2 | $3.4M | Buy |
104,228
+20,533
| +25% | +$670K | 0.02% | 364 |
|
|
2023
Q1 | $2.74M | Buy |
83,695
+11,671
| +16% | +$382K | 0.02% | 401 |
|
|
2022
Q4 | $2.06M | Buy |
+72,024
| New | +$2.06M | 0.01% | 473 |
|