Brookfield Asset Management shares owned by Briaud Financial Planning
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Briaud Financial Planning
from 13F filings
Historical chart of Briaud Financial Planning investment in Brookfield Asset Management
Tip: Access up to 7 years of quarterly data
All positions including Brookfield Asset Management held by Briaud Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Brookfield Asset Management by Briaud Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $22k | 408 | 53.92 |
| 2025-03-31 | $19k | 408 | 46.57 |
| 2024-12-31 | $22k | 408 | 53.92 |
| 2024-09-30 | $19k | 408 | 46.57 |
| 2024-06-30 | $15k | 408 | 36.76 |
| 2024-03-31 | $18k | 408 | 44.12 |
| 2023-09-30 | $13k | 408 | 31.86 |