Western Pacific Wealth Management’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 |
-97
| Closed | -$4.7K | – | 199 |
|
|
2025
Q1 | $4.7K | Hold |
97
| – | – | ﹤0.01% | 173 |
|
|
2024
Q4 | $5.26K | Hold |
97
| – | – | ﹤0.01% | 181 |
|
|
2024
Q3 | $4.59K | Hold |
97
| – | – | ﹤0.01% | 223 |
|
|
2024
Q2 | $3.69K | Hold |
97
| – | – | ﹤0.01% | 198 |
|
|
2024
Q1 | $4.08K | Hold |
97
| – | – | ﹤0.01% | 219 |
|
|
2023
Q4 | $3.9K | Hold |
97
| – | – | ﹤0.01% | 210 |
|
|
2023
Q3 | $3.23K | Hold |
97
| – | – | ﹤0.01% | 237 |
|
|
2023
Q2 | $3.17K | Hold |
97
| – | – | ﹤0.01% | 246 |
|
|
2023
Q1 | $3.17K | Hold |
97
| – | – | ﹤0.01% | 253 |
|
|
2022
Q4 | $2.78K | Buy |
+97
| New | +$2.78K | ﹤0.01% | 256 |
|