Whittier Trust’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 | – | Sell |
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|
2025
Q2 | $2.52M | Buy |
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|
2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $1.96M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $905K | Buy |
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|
2024
Q1 | $939K | Buy |
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|
2023
Q4 | $829K | Buy |
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|
2023
Q3 | $639K | Buy |
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|
2023
Q2 | $470K | Sell |
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|
2023
Q1 | $477K | Buy |
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|
2022
Q4 | $286K | Buy |
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