United Services Automobile Association’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
Sell
-12,824
Closed -$623K 123
2025
Q1
$623K Buy
12,824
+445
+4% +$21.6K 0.02% 435
2024
Q4
$1.39M Sell
12,379
-150
-1% -$16.8K 0.05% 173
2024
Q3
$592K Sell
12,529
-1,823
-13% -$86.2K 0.02% 265
2024
Q2
$546K Sell
14,352
-300
-2% -$11.4K 0.01% 322
2024
Q1
$615K Buy
14,652
+2,428
+20% +$102K 0.02% 307
2023
Q4
$491K Hold
12,224
0.01% 340
2023
Q3
$407K Buy
12,224
+2,116
+21% +$70.5K 0.01% 329
2023
Q2
$330K Hold
10,108
0.01% 305
2023
Q1
$331K Buy
+10,108
New +$331K 0.01% 295