Washington Trust 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 | $248K | Hold |
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|
2025
Q2 | $241K | Sell |
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|
2025
Q1 | $218K | Hold |
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|
2024
Q4 | $244K | Hold |
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|
2024
Q3 | $213K | Sell |
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|
2024
Q2 | $175K | Hold |
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|
2024
Q1 | $194K | Sell |
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|
2023
Q4 | $195K | Sell |
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|
2023
Q3 | $164K | Buy |
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|
2023
Q2 | $2.22K | Hold |
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|
2023
Q1 | $2.23K | Hold |
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|
2022
Q4 | $1.95K | Buy |
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