Williams Jones 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 | $1.08M | Buy |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $887K | Buy |
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|
2024
Q4 | $951K | Hold |
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|
2024
Q3 | $830K | Buy |
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|
2024
Q2 | $625K | Sell |
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|
2024
Q1 | $713K | Buy |
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|
2023
Q4 | $682K | Sell |
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|
2023
Q3 | $566K | Sell |
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|
2023
Q2 | $958K | Sell |
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|
2023
Q1 | $1.32M | Sell |
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|
2022
Q4 | $1.23M | Buy |
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