Venturi Wealth Management’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 | $336K | Buy |
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|
2025
Q2 | $296K | Sell |
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|
2025
Q1 | $284K | Buy |
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|
2024
Q4 | $309K | Sell |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $153K | Buy |
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|
2024
Q1 | $73.1K | Buy |
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|
2023
Q4 | $66.3K | Hold |
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|
2023
Q3 | $55K | Sell |
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|
2023
Q2 | $168K | Buy |
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|
2023
Q1 | $110K | Buy |
|